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
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.
The following menu types appear to help you navigate through the Veson IMOS Platform:
You can navigate through menus using keyboard shortcuts.
Tutorial: Navigating with Menus
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.