⚙️The Actions Menu is a dropdown found in most modules of Daai Business Suite. It contains bulk operations and special tools that allow you to manage records more efficiently.
1️⃣ Where to Find It
- Visible in the top-right corner of most list views (grids).
- Appears when you open a module such as Leads, Clients, Projects, Employees, Finance, etc.
2️⃣ Common Actions Available
While options vary by module, the most common ones are:
- 📥 Import → Upload pre-filled CSV/Excel files into the system.
- 📤 Export → Download system data into CSV/Excel for offline use.
- 🔄 Convert → Transform one type of record into another (e.g., Leads → Prospects).
3️⃣ How It Works
📥 Import
- Download the sample file template.
- Fill in the required data fields.
- Upload the file back into the system.
- Records will be created instantly.
📤 Export
- Select specific records or export all.
- Data will be generated in CSV/Excel format.
- Useful for reporting, backups, or data migration.
🔄 Convert (Only in CRM)
- Select multiple records in the list view.
- Choose Convert from the Actions menu.
- Example: In CRM
- Convert Leads → Prospects
- Convert Prospect → Leads.
4️⃣ Key Benefits
- Save time by handling records in bulk.
- Ensure consistency with structured imports.
- Easy reporting via exports.
- Seamless workflow (e.g., move Leads → Prospects → Clients).
5️⃣ Best Practices
- Always validate your data before importing.
- Use export regularly for backup and audits.
- Double-check converted records to avoid misclassification.
👉 The Actions Menu acts as a power tool inside Daai Business Suite, making data management flexible and efficient across all modules.