Get to Know Target Actions in SalesRender in 5 Minutes

2 minutes

Monotony, pressure, constant calls — under such conditions, mistakes are inevitable.
At SalesRender, we understand this and offer a solution: Target Actions and Important Fields — tools that streamline workflows and reduce human error.

Why Use Target Actions?

Target Actions are smart suggestions — they tell the system what can be done with an order at a given status.

For example:

Status “New Order” → actions: Confirm or Cancel
Status “Confirmed” → actions: Send to Delivery or Fix Errors

Instead of a long list of statuses, operators see just a few relevant actions. And if status editing is restricted, they simply choose one of the target actions.

Interface Screenshot

Each status has its own set of actions. You can create, enable, or disable them. It’s a flexible tool tailored to your workflow.

Interface Screenshot

You can even define what happens to reminders when an action is performed — whether to keep them or delete them.

What Are Important Fields?

Important Fields are the ones an operator should double-check before completing an action.

Example: a customer entered their name at checkout, but you forgot to review it.
When confirming the order, the system will ask:
"Are you sure you don’t want to verify the customer’s name?"

These fields are highlighted using the same color as the related target action. Like this:

Screenshot

The operator can tick a box to confirm they’ve reviewed the field. The value can even remain empty — this isn’t about correctness, it’s a reminder.

Don’t confuse this with validation!

Validation checks if the data is technically correct (e.g. “Postal code missing”).
Important Fields are friendly reminders — “please check this info.”