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Quick Access Toolbar |
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Quick Access Toolbar (top left hand corner of your screen.)
Open the Dashboard. |
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Open the Calendar. |
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Open the Customer Quick Add Conversation form |
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Click on this button If you want to unlock a form and drag it from one monitor to another |
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Click this button if you want the windows to appear in tabs (same as in windows explorer) |
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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 |
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Open the Help Manual |
Keywords: Quick Access Toolbar