Using the Menu Bar
The second row of the Main Window components provides access to various features, based on the modules loaded into the WorkCenter, such as Search, Work Queue, and Reports. Simply move your mouse pointer over the menu name to see the available options and click the option you want.
Work Queue Select any available option to refresh the Work Queue list. You can reduce the number of items in the list using Filters. |
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New Select Assignment to open a new assignment form. |
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Search Select a general category to open the search form. |
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Manage Select Business Relationships to open the Manage Business Relationships window. |
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Reports Select an available Report to open the report window. |
Note: Not all menus and options are available for all users. The menus and options available to you are based on your user login permissions. |
See Also