Global Actions

Learn about Global Actions in Maica

What are Global Actions?

Global actions are a versatile feature that allow you to do a variety of tasks easily from anywhere in Salesforce, including the Home Page and Mobile App. The Maica Actions offer easy and instant access to important Maica functions, including:

• New Appointment

• New Billable Participant Note

• New Timesheet Entry

How do I access Global Actions?

To get started, you can find the Global Actions menu, which is represented by a + icon, in the top right corner of your interface. As shown below.

Simply click on this icon to open the dropdown menu, which will display all available actions.

The Maica Actions are custom actions specifically designed for Maica, whilst the other actions available in the Global Actions dropdown are standard Salesforce actions available by default in any Salesforce organisation.

If you do not see the Maica Actions in your dropdown menu, you may need to enable them in your Salesforce instance. To learn how to do so, please click here.

To learn more about Salesforce Global Actions, click here.

Select Maica Actions to open the submenu in the bottom right corner of your screen. This will remain accessible until you close it, regardless of the screen you navigate to within Maica. As shown below:

To show and hide the Maica Actions, simply click the Header.