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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 or for more information, click at the bottom of the left screen.
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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at the bottom of the left screen. 
