The More Menu
The More Menu
The More Actions button appears on most of the pages in the application and provides useful functionality. Although the items/options change slightly depending on what part of the application being viewed, here are the descriptions of the major features in this menu.
- Create
- Creates a new document (order, invoice, etc). Is context aware, and will create whatever item is related to the page the user is viewing.
- Email
- Emails selected document.
- Print
- Prints selected document.
- Show
- Copies the item highlighted.
- Copy
- Copies the item highlighted.
- Edit
- Places the item in edit mode.
- Delete
- Deletes the selected item (will only delete if there are no associated items.
- Set Period
- Allows for filtering of the list by setting a time period.
- Find...
- Filters by criteria set in last advanced search.
- Advanced Search
- Allows filtering by specifying any column and search criteria.
- Configure List
- Allows for filtering and conditional formatting of list by specifying criteria.
- Edit...
- Sets selected document in editing mode.
- Copy...
- Copies selected document.