Overview
The Actions menu located on the record side panel is used to update the entity being viewed, whether this Key Entity is a Household, Organization, or Individual record. From the drop-down options available in the Actions menu, users can modify and transform the Key Entity record, keeping it aligned with the relationship as it progresses through each stage of its lifecycle. These options can vary depending on the type of entity being updated. This article outlines the location of the Actions menu on a Key Entity record and the options available from it.
The Actions Menu
The Actions menu appears in the record's side panel as an orange button to the right of the Key Entity's name. Clicking the Actions menu button opens a list of available actions on your Household or Organization record.
The options available for Households, Organizations, and Individuals are broadly the same, with naming differences and changes in availability.
The action options displayed will also vary depending on whether the Key Entity is a Prospect or a Client record within your organization.
Available Actions
The options available in the Actions menu will vary depending on the type of entity. Some options are common and available on all types of entities while others are specific to the type of entity. The following table is a summary of the purpose of each action available from the Actions menu.
| Action | Purpose |
|---|---|
| Promote to Prospect | Update the Entity (Household or Organization) to the Prospect status |
| Change Stage | Update the Entity to a new Stage in its lifecycle (Prospect, Lost Prospect, Client, Lost Client) |
| View Tear Sheet | Generate and display the Tear Sheet summary, which can be printed as a takeaway |
| Add Influencer Segment | Update the Influencer category of the Entity (Household or Organization) to one of Standard, Important, or Critical. |
| Add Household Member | Add a Member (which may or may not already be in Practifi) to the Household entity |
| Add Organization Member | Add another Entity already in Practifi to the Organization entity |
| Mark as Lost Prospect | Update the Stage status of the Entity to Lost Prospect |
| Promote to Client | Update the Entity (Household or Organization) to the Client status |
| Mark as Lost Client | Update the Stage status of the Entity to Lost Client |
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