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Perform Quick Action within Tree View
The Quick Actions feature allows users to instantly perform common CRM actions, such as calling, emailing, appointment scheduling, directly from any node within the Tree View. This eliminates the need to open individual forms, enabling faster engagement and more efficient navigation across complex visualizations. Whether viewing an account, contact, or related record, users can interact with the data instantly, improving productivity and user experience.
How to Use Quick Actions in Tree View (Step-by-Step Guide)
1. Open the Tree View
Navigate to any entity record (e.g., Account) and switch to the Tree View tab to see the tree visualization.
2. Access the Quick Actions Toolbar
Activity icons appear on the card (highlighted in green in the image).
Typical quick-action icons include:
Call – Capture and store call record details
Email – Open the email compose window
3. Choose the Action You Want
Click the action icon you want to execute.
Examples:
Click the Email icon to draft a message
Click the Call icon to save the call record details
4. Continue Exploring Without Losing Context
The Tree View stays open, letting you: Quickly contact customers
Result
With Quick Actions, Tree View becomes more than just a visual tool—it becomes an interactive workspace, allowing users to communicate, and perform key CRM tasks in seconds.
