Portal to all actions: Action Center

The Action Center is your go to for all actions that you record about the Organization. The Action Center helps you manage communication with sales prospects and clients. The Action Center is a menu with mini-panels and a toolbar for additional options.

From the Home tab, the Action Center toolbar presents the following options:

  • Map It: Open Google Maps to the location of the Organization.
  • Audit Trail: Open the Audit Trail dashboard for the Organization with the list of actions on the organization record. More configuration may be required to use this function.
  • Open Workspace: Open the workspace for this Organization if applicable.
  • Refresh: Refresh the screen.
  • Copy Link to Clipboard: From More Options, you can copy the link to the Home tab page.
  • Show Org Lookups: From More Options, you can open the Lookups dashboard to view a list of all available lookup values that apply to the organization fields.

From the Other Info tab, the Action Center toolbar presents the following More Options:

  • Copy Link to Clipboard: Copy the link to the Org Other Info tab page.
  • Show OOI Lookups: Open the Lookups dashboard for the Org Other Info (OOI) fields.
  • Dataform Properties for OOI: Open the Dataform Properties form for Org Other Info (OOI).

When you select the Organization Other Info tab, the Action Center changes the Audit link to point to the Organization Other Info Audits and the More Option items change to Copy Link to Clipboard, Show OOI Lookups, and Dataform Properties for OOI. OOI represents Org Other Info fields.

 

The Action Center is a menu, displayed in a panel that is adjacent to the Organization record, The Action Center comprises the following mini-panels that expand and collapse:

  • Workflow links allow you to advance the Organization through the workflow processes such as Create Client. We discuss the Workflow links later in the onboarding process.
  • Contacts panel is where you add the people with whom you will work during the onboarding process to service them as a client.
  • Activities reflect your communication with the prospect: Emails, Phone Calls, Follow Ups, and Notes.
  • Appointments panel is where you record meetings with the prospect to include information such as date, time, type, status, and location. Appointments are events that you can add to your calendar using the Action Center from the open Organization record. Additionally, you can schedule appointments with clients from the Action Center and your ClientSpace calendar. Adding appointments from the Action Center saves you time by creating the event on your calendar and recording the event with the Organization. See Appointments.
  • Tasks are how you track individual actions that need to be completed to close the sale. Tasks are configurable assignment items with an Owner and Assigned To person and have defined start and optional end dates.
  • Attachments allow you to attach files to the Organization record such as communication in other formats.
  • Security shows users and roles who have access to the Organization record. From this mini-panel, you can administer access by adding or removing roles and controlling access: View, Edit, and View List.

 

 

Action Center mini-panels with items (records) display a counter badge, showing a count of the current items. An * (asterisk) beside the counter indicates there is at least one inactive record. The example shows that the Organization has one Contact, seven Activities, and one Appointment.