Each view has a right-click menu available.

All Modules

Custom Table

New will create a new record.
Edit will open the selected record to view and edit.
Delete will delete the currently selected record.
Duplicate will copy the currently selected record.
Duplicate with options will copy the currently selected record and give options on how the duplication will happen.
Headers will give options to add a pivot or chart, set a filter, enable/disable tag mode, find and group.
Options will let you select what tab of the options window you start with, for more information click here.
Go to will go to the attached contact, company, group or opportunity of the record.
Attach to Parent will attach the activity to a project when project tracking is enabled or a contact, company, group or opportunity.
Open Parent will open the parent custom entity record.
Create Lookup will create a lookup based on attached or not attached contacts, groups or companies or contacts, groups or companies that are not attached to the record.
Attach to parent will bring a window forward to attach the record to another record, contact, comany or group.
Mark Selected will change all the highlighted records to completed, replace a field, swap with another field or copy from another field.
Reset Panels will put the panels at the bottom or the calendar back to their default positions.
Hide/Show toolbar will hide or show the toolbar based on the visibility of the toolbar.
Resfresh will refresh the screen with data from the database.

Calendar


New create a new appointment, call, meeting, to-do, marketing call, person activity, vacation, custom activity or activity series.
View Activity open activity to view and edit.
Send Emails will create a document from the activity to email.
Map It brings up a map with the address of the activity.
Clear Activity will clear the activity.
Delete will delete the activity.
Attach to will attach the activity to a project when project tracking is enabled.
Open Project will open the project when project tracking is enabled.
Open Activity Series will open the selected activity series.
Open Invitation Status will show the invite status of those in the activity.
Go To Contact will go to the contact of the activity.
Create Lookup will create a lookup with the attached contacts.
Day Color will color that single day a color of your choice.
Reset Panels will put the panels at the bottom or the calendar back to their default positions.

See also