You can navigate through menus using keyboard shortcuts.

Tutorial: Navigating with Menus

Note: This tutorial is a GIF, which plays on a loop and does not include any audio narration. To restart the tutorial, refresh this page. To expand the tutorial, click it.

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.