Right Click Functions

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Many windows and grids have special functions that you can find by right clicking on your mouse (2-finger click on a Mac or laptop touchpad).

 

 

Proposal & Documents window right click options

 

When no proposals are tagged

  ProposalRightClickHighlighted2                        

 

    - Add, Edit or Delete the highlighted Proposal

    - Tag All Proposals on the Proposal & Documents window

    - Update Sent Status of the highlighted proposal

    - Export the proposals and columns on the grid to Excel

    - Refresh the window to update for latest information

 

If one or more proposals are tagged

    ProposalRightClickTagged2

    - Add or Edit the highlighted Proposal

    - Delete the highlighted proposal or all proposals tagged

    - Tag All proposals on the Proposal & Documents window

    - Un-tag All tagged proposals on the Proposal & Documents window

    - View / Payment Link of all tagged proposals that can be sent to your client for viewing and paying online

    - Copy Link of the Payment Link for all tagged proposals

    - Update Proposal (s) from Specs for all tagged proposals.  This will create new proposal versions for the tagged proposal(s) with the latest      

      updated information from the Item Specification; such as a changed/added Location, Item Name, or Description.

    - Update Sent Status of the tagged proposals

    - Export the proposals and columns on the grid to Excel

    - Refresh the window to update for latest information

 

Existing Invoice right click options

 

No invoices are tagged

 -                        

 

One or more  invoices are tagged