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 |
- 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 |
- 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 |
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| • | One or more invoices are tagged |