Global Actions (Article)

The global actions feature is a quick navigation feature for you to access commonly used workflows. Here you can add a new client, schedule a new appointment, create a new collateral note, make a payment for a client, charge an item to a client, or print sign-in sheets. 

To access global actions, click on the "Plus" icon on the top navigation bar. You'll then be able to quickly complete your action without having to click through extra pages and steps.