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Walkthrough: Basic Concepts
These breadcrumbs show where you are in the walkthrough. To move to a different section, click its link:
Menus > Search > Modules> Workspaces > Panels> Keyboard Shortcuts > Accessing Help
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Note: You might not see all the buttons and options shown here; what you see is based on the access rights granted by your administrator.
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You can navigate through menus using keyboard shortcuts. Tutorial: Navigating with Menus
Main MenuTo access modules and workspaces, to open or close the main menu, click   Secondary MenusTo open or close a secondary menu with links to additional workspaces, on the main menu, click   To open any workspace, click its link. Quick LinksQuick 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 ToolbarsToolbars 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 RecordsThese common tools appear on many forms:  Column Heading MenusOn 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 The menu can have tabs:
Line Item MenusLine items in some lists and grids include menus. To access a menu, do one of the following:
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