Quick Actions
User-specific actions to quickly perform common tasks in SeeRM.
Overview
Quick Actions are user-level automations that you can create for yourself.
They are personal, not global, and only affect your own workflow.
Quick Actions help you perform common tasks faster with just a click or a keyboard shortcut.
What You Can Do
Quick Actions can be used to:
- Send user templates (read more in Templates)
- Assign an order to yourself
- Change an order’s status
- Trigger actions such as calling a customer
Creating & Managing Quick Actions
You can create and modify your Quick Actions from:
- Click the user icon in the top-right corner
- Select Settings
- Open Quick Actions
How Quick Actions Work
Each Quick Action consists of:
Type (Scope)
The type defines what the action applies to:
- Customer - Actions related to the customer
- Order - Actions related to the order
Action
The action defines what will happen, such as:
- Changing an order status
- Assigning an order
- Triggering communication
- And more...
Keyboard Shortcut (Optional)
You can optionally define a keyboard shortcut.
When you are inside the customer view, pressing the shortcut will immediately perform the action.
Using Quick Actions
All your Quick Actions are available:
- In the Quick Actions menu in the top-right corner in any page inside the customer view.
- By using the assigned keyboard shortcut
This makes common actions fast, consistent, and easy to access.