Convenient Action Buttons for Your Favorite Case Actions

New buttons have been added to the following Case Details folders:

1. Contacts:
   1. 'Add Employee' (for non-CRM stripes)
   2. 'Add Contact' (for all all stripes)
2. Team Members: 'Add Team Member'
3. Actions & Plans: 
   1. 'Add Action'
   2. 'Add Action Plan'
4. Documents: 'Add Document'
5. Tasks: 'Add Task'
6. Appointments: 'Add Appointment'

A few of the new Action Buttons in the Case Details page

The new action buttons simplify commonly-used activities for Case Workers, complimenting existing SmartActions available through the Action Bar.

Steps to Enable and Configure

You don't need to do anything to enable this feature.

Access Requirements

Like SmartActions, the action buttons are only available if the user has the corresponding privilege(s) for that functionality.