Quick Access Toolbar

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Quick Access Toolbar (top left hand corner of your screen.)

Quick_Access_Menu

 

Quick_Access_Dashboard

Open the Dashboard.

Quick_Access_Calendar

Open the Calendar.

Quick_Access_Conversations

Open the Customer Quick Add Conversation form

Quick_Access_PopWindowOut

Click on this button If you want to unlock a form and drag it from one monitor to another

Quick_Access_Tabs

Click this button if you want the windows to appear in tabs (same as in windows explorer)

Quick_Access_SecurityLock

To set the security for a specific form. First open the form and then click on the button. You can add security groups under Employees > Security Groups. See also Security Setup under Applications > Security Setup

Quick_Access_Help

Open the Help Manual