Quick Access Toolbar

Quick Access Toolbar Buttons Explained

Dashboard – your central overview of key business metrics, alerts, and summaries.

Calendar –  opens the integrated Calendar view for scheduling appointments, reminders, jobs, deliveries, or follow-ups.

Conversations / Messages

Quick access to customer communication and messaging.

•Search for an existing customer by name, phone, or customer code

•If the customer doesn’t exist: Click Add to quickly create a new customer record (only essential fields are captured for speed)

•Once the customer is selected or created, the Quick Add Conversation form automatically opens so you can log notes, send messages, or record interactions immediately

Tip: You can also open the Quick Add Conversation form directly from Customers > Quick Add Conversation in the main menu.

Pop-out / Float Window

Unlocks the current form or window so you can drag it outside the main application (ideal for multi-monitor setups).

Tabbed Windows

Switches open windows to a tabbed interface (similar to browser tabs or Windows Explorer tabs). Great for working on multiple forms side-by-side without overlapping.

Form Security / Lock

Sets user permissions for the currently open form.

First, open the specific form you want to secure.

Then click this button to assign or restrict access by security group.

Manage security groups under Employees > Security Groups.

For more information, go to Applications Wide Funtions > Security Setup in the help manual.

Opens the in-app Help Manual, user guide, and documentation for quick reference.