The Client Action Menu
Morgan Volta
7 steps
41 seconds
1
In every record in tracker we have an action menu. It is always located in the top right corner.
2
Click here
3
Click here
4
There's also an option to create a new project, new invoice or payment.
5
Another thing that you can do is add a note right from the action menu or add an address.
6
If you'd like to make a subcompany a parent company, you can then click on make a parent company, and that will switch that record to a parent company.
7
We also give you an audit history that does give you a free rundown on the actions that have been done inside that record. You'll be able to see if a company or document is viewed or updated, who has done it and the time that it was done.
The Client Action Menu
Morgan Volta
7 steps
41 seconds
1
In every record in tracker we have an action menu. It is always located in the top right corner.
2
Click here
3
Click here
4
There's also an option to create a new project, new invoice or payment.
5
Another thing that you can do is add a note right from the action menu or add an address.
6
If you'd like to make a subcompany a parent company, you can then click on make a parent company, and that will switch that record to a parent company.
7
We also give you an audit history that does give you a free rundown on the actions that have been done inside that record. You'll be able to see if a company or document is viewed or updated, who has done it and the time that it was done.
