User guides
Action Centres

Action Centres

Work through lists and act in bulk — approve members, process payroll deductions, chase invoices. Each Action Centre is customisable, so teams see only what they need.

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General

Action Centres

Action Centres — Overview

Configure Action Centres to search, filter, edit and export SwiftFox data across cases, finance and more.
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September 29, 2026
Action Centres

Action Centre types reference

Explore operational Action Centre types, their setup, customisation, filtering and export options.
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August 4, 2026
Action Centres

Action Centres — Frequently asked questions

Create and manage Action Centres, set permissions, add custom areas, integrate invoices and publish live lists
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September 29, 2026

Workflows

Action Centres

Action Centres — Areas & sections

Organise Action Centres by creating areas, adding icons, custom URLs and nesting sections.
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September 29, 2026
Action Centres

Action Centres — Workflows: step-by-step

Set up and manage Action Centres with step‑by‑step workflows.
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September 29, 2026
Action Centres

Website directories & Login Portal publishing

Publish public or member‑only directories with website configuration and card view settings
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September 29, 2026
Action Centres

Action Centre filtering, sorting, in-table editing & export

Filter, sort, edit tables and export CSVs in Action Centre.
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September 2, 2026
Action Centres

Financial Action Centre types

Handle batch payments, invoices, payroll deductions, receipts and receipt summaries in one workflow.
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August 28, 2026
Action Centres

Organisation Action Centre

Map organisational hierarchies, browse profiles and share exact views instantly.
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August 27, 2026
Action Centres

Creating an Action Centre & permissions

Create Action Centres and assign full, edit or view‑only permissions for your team.
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August 4, 2026
Action Centres

List Builder Action Centres

Configure and manage dynamic or static lists with custom columns, in‑table editing, and website publishing.
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July 20, 2026

Limitations & best practice

Action Centres

Action Centres — Limitations & best practice

Manage Action Centres: limits, best practices and setup tips
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September 18, 2026