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Discover the Power of Right-Click

You should try right-clicking on labels in the Business Directory, Opportunity/Job list, Quote/Order list and Line Items tab to get quick access to the action icons that relate to that item.  This is tremendously helpful if the action column is off the side of your screen due to the use of many columns or a narrow monitor.

right click

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  • Click to share on X (Opens in new window) X
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