Use Quick Actions on Orders

Last updated: July 28, 2026

You can quickly contact customers or retrieve their contact information using quick actions available in the order list.

Use quick actions

Navigate to Orders in the sidebar.
Locate the desired order in the order list table.
Access the quick actions menu for that order.
To email the customer, select the option to Email Customer.
Your default email client will open with the customer's email address pre-filled.
To copy the customer's phone number, select the option to Copy Phone Number.
The customer's phone number is copied to your clipboard.
To open the source of the latest activity, select the option to Open Latest Activity Source.
To put an order on hold, select the option to Put on Hold. This button is always visible for open orders. If the action is not available, a tooltip will explain why it's disabled.
To clear an order from on hold status, select the Clear on hold button in the order's top-level status banner. This button is visible when an order is currently on hold.
To complete an order, select the option to Complete Order. This action is available for orders that are ready to be marked as finished.