What are Actions?

Actions allow you to complete a task in another app directly from Glances. Actions allow Glances users to complete tasks more efficiently without needing to navigate away from their work.

There are 3 levels of actions:

Dashboard-level Actions can be completed from the My Daily Glances dashboard. These Actions are not dependent on viewing a specific record or Glance.  An example of this would be sending a Clustdoc application to an email, who may or may not be a contact in one of your apps already.

Contact-level Actions can be completed once you search for a specific contact. These actions are completed for a specific contact. An example of this would be to create a new QuickBooks invoice for the specific contact.

Record-level Actions can be completed after searching for a specific contact and selecting a specific record associated with a contact. An example of this would be to send a specific QuickBooks invoice that has already been created.