🖱️ Buttons are the most frequently used elements in Daai Business Suite. They help you create, update, and manage records across all modules. The design, position, and colors of buttons are consistent system-wide, making them easy to recognize and use.
1️⃣ Where to Find Them
- At the top-right corner of list views.
- Inside detail views of records.
- In asides, popups, or forms while adding/editing data.
2️⃣ Standard Buttons & Their Actions
| Button | Purpose | Notes |
|---|---|---|
| ➕ Add | Create a new record | Always opens a new form. Example: Add Client, Add Employee. |
| 📝 Edit | Modify details of an existing record | Available only if your role has Edit permission. |
| 💾 Update / Save | Save changes made to a record | Confirms edits or new entries. |
| ❌ Delete / Remove | Permanently delete a record | Works only if the record is not linked elsewhere; system blocks deletion of records with dependents. |
| 🔒 Close / Exit / Cancel | Close form without saving | Cancels current action. |
| 🔄 Refresh / Reload | Refresh current list view | Most pages auto-refresh after save; manual refresh is rarely needed. |
| 🔁 Convert | Convert one record type to another | Available in CRM (Lead → Prospect → Opportunity) and Billing (Proforma → Invoice). |
3️⃣ Color & Position Consistency
- Add Button → Always blue (
Primary (Blue) button), highlighted at the top-right of List View. - Update / Save Button → Always green (
Green button), at the bottom of forms. - Delete Button → Always red (
Red button), warns before removal. - Cancel / Close Button → Sits next to Save/Update or in the aside header, avoids accidental data loss.
4️⃣ Behavior to Expect
- Role-gated visibility — If you can’t see a button, your role lacks the permission. Ask your Admin to grant it via Roles.
- In-flight protection — Once you click Save/Update/Delete, the button shows a spinner and is disabled until the server responds. This prevents accidental double-submits.
- Validation gate — Save/Update stays disabled while the form has invalid fields.
5️⃣ Key Benefits
- System-wide uniformity → Once you learn them in one module, you can use them everywhere.
- Reduced errors → Clear colors / icons indicate the type of action.
- Quick actions → Helps speed up daily operations.
6️⃣ Best Practices
- Always review data before clicking Save / Update.
- Be careful with Delete (check dependencies before removing).
- Re-read the form before clicking Save — Daai records every change in the Change Log tab.
👉 These buttons form the core interaction layer of Daai Business Suite, ensuring every module feels familiar and intuitive to use.