⚙️ 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), usually as a kebab (⋮) or labelled Actions button.
- Appears when you open a module such as Leads, Clients, Projects, Employees, Invoices, Catalog, Assets, 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., Lead → Prospect, Proforma → Invoice).
3️⃣ How It Works
📥 Import
- Click Actions → Import.
- Click Download Sample File — the sample already includes every dropdown’s valid values (e.g., Department, Designation), so you don’t have to guess.
- Fill in the required data and save.
- Click Choose File to pick the updated file, then Validate & Import.
- If any row fails validation, the dialog lists every error and no rows are imported until the file is fixed and re-uploaded.
📤 Export
- Use the row checkboxes to Select specific records, or click Export with no selection to export the full list.
- Data is generated in CSV/Excel format.
- Useful for reporting, backups, audits, or data migration.
🔄 Convert
- Available in CRM and Billing modules:
- Lead → Prospect (CRM)
- Prospect → Opportunity (CRM)
- Proforma → Invoice (Billing)
- Select multiple records in the list view, choose Convert from the Actions menu.
- Conversion preserves all attached documents and history; the source record is closed / marked converted, not deleted.
4️⃣ Key Benefits
- Save time by handling records in bulk.
- Ensure consistency with structured imports (the sample file enforces valid dropdown values).
- Easy reporting via exports.
- Seamless workflow (e.g., move Leads → Prospects → Opportunities, or Proforma → Invoice).
5️⃣ Best Practices
- Always validate your data in Excel before importing to avoid round-trips.
- Take an Export snapshot before any large import as a rollback safety net.
- 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.