Quick Actions Option on Wall Chart and Profile Pages
Quick Actions in Action Builder are designed to streamline the process of adding or editing entity information. This feature is conveniently accessible from both the Wall Chart and the entity profile page, offering users a hassle-free way to manage data.
Quick Action options from the Wall Chart
Quick Action options from an entity profile page
New Assessment
Assessments can be effortlessly viewed and added directly from the Wall Chart. Simply click on "Actions" next to a person's name and select "New Assessment."
Log Conversation
The Log Conversation action is a new feature that enhances user experience by simplifying the process of capturing essential information without the need for extensive setup or task creation.
Add Info
Quickly add information by selecting the desired field and response.
Add Connection
Establish connections with other entities by selecting "Actions," followed by "Add Connection," and providing the relevant details.
Quick Edit
Modify core fields such as name, email, address, and phone number directly from the Wall Chart for swift updates.
Merge
The Merge action allows users to merge entities seamlessly and can be accessed from the entity profile page.
Remove From Campaign
The Remove from Campaign action removes, but does not delete, an entity record from the campaign and can be accessed from the entity profile page.
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