The More Menu

The More Menu appears on most of the pages in the application and provides useful functionality. Although the items change slightly depending on what part of the application being viewed, here are the descriptions of the major features in this menu.

Create Creates a new document (order, invoice, etc). Is context aware, and will create whatever item is related to the page the user is viewing.

Copy Copies the item highlighted.

Edit Places the item in edit mode.

Delete Deletes the selected item (will only delete if there are no associated items.

Set Period Allows for filtering of the list by setting a time period.

Find… Filters by criteria set in last advanced search.

Advanced Search Allows filtering by specifying any column and search criteria.

Configure List Allows for filtering and conditional formatting of list by speficfying criteria.

Email…. Emails selected document.

Edit…. Sets selected document in editing mode.

Copy….. Copies selected document.

Print….. Prints selected document.

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