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
- 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
- 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
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