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Main Menu
To access modules and workspaces, to open or close the main menu, click at the top left.
Secondary Menus
To open or close a secondary menu with links to additional workspaces, on the main menu, click .
To open any workspace, click its link.
Quick Links
Quick links to the main workspaces in the module (those with buttons) appear under their module names. To access a main workspace, click its link or its button (for example, Estimates or ).
To access help relevant to the current workspace, below quick link buttons on the left, click . The Knowledge Base opens in a new browser tab.
Toolbars
Toolbars appear at the top of many forms. To perform an action, open a related form, or run a report, click its button.
When the browser window is too small for all the tools to fit, a menu button ... appears; click it to select more tools.
Creating, Retrieving, Saving, Copying, and Deleting Records
These common tools appear on many forms:
Column Heading Menus
On a list or grid, each column heading includes a menu; on a schedule, the first column heading includes a menu. To access it, hover over the right edge of the column heading and then click when it appears.
The menu can have tabs:
Quick filter
Menu
Line Item Menus
Line items in some lists and grids include menus. To access a menu, do one of the following:
Right-click the row.
Where applicable, click ... on the left end of a row.
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