Understanding Contexts, Tabs and Actions


**Note: This content is intended for system administrators and is technical in nature**

To understand the structure of the Practifi user experience and how to customise the layout of page, you'll need to to understand the context, tabs and actions within Practifi itself. This short video explains:

  • How context describes the type of record, e.g. a client, person or interaction. 
  • How tab describes the side nav menu item, e.g. basics, task or feed.
  • How action describes the mode we are in, e.g. view, edit or add.

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