How to use the action button
Introduction
Action buttons are used throughout Paragon. They always appear on the bottom right corner of the screen. This button allows you to perform a variety of actions including but not limited to changing the status of your references and transactions, printing, copying, emailing and configuring your add ons. In this article, we will cover the default action, optional list actions, and the actions available to you depending on the type of module you are working in.
Default action
Optional actions
Depending on the status of your reference, transaction, or add-on screen, Paragon will also display optional actions on the action button. To select and trigger an optional action, hit the action list arrow button and chose an action.
Reference
The action button in a reference module (depending on the module) will allow you to activate, deactivate, copy, email, and/or print.
Transactions
The action button in a transaction module (depending on the module and status) will allow you to issue, hold, void, print, email, copy, complete, etc.
Below is an example of the action button list when opened in an issued order.
Add-ons
The action button in add-ons will contain options specific to each integration. Below are various add-ons available in Paragon and the corresponding action button options.
Amazon
Active status:
Shopify
Active status:
QuickBooks Online
Active status:
Workflow Configuration
Once you are on the workflow configuration page you will be able to see all of the modules that you have access to laid out in a table with the module name, starting status, and default action. By editing and then clicking the default action for a specific module, you can choose your desired action from a drop-down (depending on how many actions are available.)
If you want to add more action buttons, including custom actions such as rules or PGA templates, then take a look at our article on how to Add more options to the action button
Remember: any changes you make to default action buttons will affect all users! What’s Next?
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