Learn how to Create a New Shift from the Global Actions Menu
To begin creating a new Shifts from the Maica Actions menu, simply click the New Shift option and you will be presented with the New Shift pop-up.
Similar to creating a new Shifts from the Planner, after the pop-up is presented, a few stages must be completed before the Shifts can be confirmed.
To learn more about the details and stages of creating a New Shift, click here.
When creating an Shifts from the Maica Actions menu, the Date & Time will be pre-populated. Maica will pre-populate this field to the current Date & Time of the action selected, and will automatically set the Shifts duration to 60 minutes. This can be changed manually in the Basic Details stage of the Shifts creation.
You can also change your default duration in Maica Settings; click here to learn more.
Learn about Global Actions in Maica
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:
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.
Learn how to Create a New Appointment from the Global Actions Menu
To begin creating a new Appointments from the Maica Actions menu, simply click the New Appointment option and you will be presented with the New Appointment pop-up.
Similar to creating a new Appointment from the Planner, after the pop-up is presented, a few stages must be completed before the Appointment can be confirmed.
To learn more about the details and stages of creating a New Appointment, click here.
When creating an Appointment from the Maica Actions menu, the Date & Time will be pre-populated. Maica will pre-populate this field to the current Date & Time of the action selected, and will automatically set the Appointment duration to 60 minutes. This can be changed manually in the Basic Details stage of the Appointment creation.
You can also change your default duration in Maica Settings; click here to learn more.
Learn how to Create a New Billable Participant Note from the Global Actions Menu
To begin creating a new Note from the Maica Actions menu, simply click the New Billable Participant Note option and you will be presented with the pop-up to begin populating your Note.
Similar to creating a new Billable Participant Note from the Planner, after the pop-up is presented, a few stages must be completed before the Note can be confirmed.
To learn more about the details and stages of creating a New Billable Participant Note, click here.
When creating a Billable Participant Note from the Maica Actions menu, the Date & Time will be pre-populated. Maica will pre-populate this field to the current Date & Time of the action selected, and will automatically set the Note duration to 15 minutes. This can be changed manually in the Take a Note stage of the Note creation.
You can also change your default duration in Maica Settings; click here to learn more.
Learn how to Create a New Timesheet Entry from the Global Actions Menu
To begin creating a new Timesheet Entry from the Maica Actions menu, simply click the New Timesheet Entry option and you will be presented with the pop-up to begin populating your Entry.
Similar to creating a new Billable Participant Note from the Planner, after the pop-up is presented, a few stages must be completed before the Note can be confirmed.
To learn more about the details and stages of creating a New Timesheet Entry, click here.
When creating a Timesheet Entry from the Maica Actions menu, the Date & Time will be pre-populated. Maica will pre-populate this field to the current Date & Time of the action selected, and will automatically set the Entry duration to 60 minutes. This can be changed manually during the Timesheet Entry creation.
You can also change your default duration in Maica Settings; click here to learn more.
