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Features: WICORE-898 – Penetration Reports: View Drawer on Name Click Clicking on a report name in the Penetration Reports module now opens a drawer with report details. WICORE-894 – Open Drawers on Title/Name Click In the Violation Rep...

The Actions module in Wifox Business Core Solution centralizes all client‐facing activities—such as calls, emails, meetings, tasks, and custom events—so your team can plan, execute, and track every interaction in one place. Each Action record captures its type...

Use Case #1: “Call” Logging and Outcomes Tracking When a sales rep completes a prospecting call, they log a Call action with subtype “Cold Call” or “Follow-up.” They record the outcome (e.g., “Left voicemail,” “Spoke with decision-maker”), assign the next act...

The Actions module is where you log every client interaction—notes, calls, comments, etc.—across all your projects. This guide walks you through each click, field, and next step, so even brand-new users can follow along confidently. 1. Open the Actions Module...

Updating an existing Action lets you correct typos, reassign responsibility, or add missing details. These steps guide you from locating the record through saving your changes. 1. Open the Actions Module:Click Actions in the left-hand menu.The main Actions ta...

Deleting an Action permanently removes it from the system. Only do this if the entry was created in error or is no longer needed for record-keeping. 1. Open the Actions Module: Click Actions in the left-hand menu to display your table.2. Find the Action to Re...

When your Actions table grows large, the Fast Filters panel allows you to narrow down results instantly by any combination of fields. Filters are available directly above the table. 1. Open the Fast Filters panel: In the Actions module, click the Filter bu...

The Search bar lets you quickly find individual actions by typing keywords, UIDs, client names, or text snippets. Unlike filtering (structured queries by date, type, etc.), Search performs a free-text lookup across multiple columns in real time. Search oper...

Subtypes let you further categorize each Action Type (e.g. Note, Call, Comment), enabling finer filtering, reporting, and visual cues throughout the UI. 1. Open the Actions Configuration:In the left-hand sidebar, expand Settings.Select Configurations.At the t...

The Clients Actions module provides a centralized, read-only view of every action (notes, calls, comments, etc.) logged against your clients—across all projects and desks. It reuses the same columns, sorts, filters, and row-actions you already know from the Cl...

 The Clients custom fields section allows administrators to define additional, customizable data fields that appear on client profiles across the system. These fields let you extend the standard client model with business-specific attributes without changing...

The Employee form now includes two distinct tabs—General and Calendar—so you can both manage a team member’s profile and schedule their events from one screen. Prerequisites:You must have Create or Edit rights on the Employees module.Your role’s permissions m...

The Commerce Hub section is your central hub for managing the ecommerce components of your platform. It includes Offerings, Orders, Configurations (order statuses), Categories, and Payment Methods—each tailored to support project-scoped setups and rapid clonin...

Use Case #1: Publishing New Products Your e-commerce team wants to onboard a new line of items to the Marketplace. They click Commerce Hub → Offerings, then + Add to open the “Add product” form. They select the target Project, enter Name, SKU, Price, choose...

The Offerings page in Commerce Hub is your central catalog for defining and managing the items available for customers to purchase. Each product can be scoped to a specific Project, assigned to one or more Categories, priced, and localized with rich content an...

The Orders page gives you a read-only ledger of all customer purchases. You can sort, search, and filter your orders—and expand any row to see the individual products (line items) in that order—but you cannot create, edit, or delete orders from this interfac...

The Marketplace → Configurations page lets you set up all your Marketplace lookup‐lists—like order statuses, payment methods, and product categories—on a per-project basis. Each project has its own entries, but you can save time by clicking Clone from pr...

The Categories section lets you organize your Products into hierarchical groups for easy discovery and management. You can view, add, edit, nest, and translate categories—all scoped per Project. Accessing Categories In the left sidebar,...

The Payment Methods section lets you configure which payment options appear in your storefront, per Project. You can enable/disable methods, connect integrations, set currencies, and manage rules and credentials—all without writing code. Accessing P...

The Notifications panel (bell icon, top-right) collects alerts from across the CRM—events, assignments, imports and more—so you never miss an important action. 1. Event RemindersWhenever you schedule a Call or Reminder in the Calendar, you choose one or more ...