View Menu Options

Articles

Auto Hide Tree
If this option is selected, when the User moves the mouse off of the Main Application Menu Tree, the tree is hidden.  To re-display the menu tree, move the mouse all the way to the left of the application.  This option may be turned on or off by the...
Mail Merge
When selecting the Mail Merge option, two sub-options are displayed; Show Columns and Use Template Server. Show Columns – Selecting the Show Columns option will toggle the Mail Merge option to display a list of all available Mail Merge fields availa...
Show Icons on Menu Tree
This option is no longer used. ...
Site Name / Address
The Site Name option is only available when viewing a customer record.  This is a toggle that allows the User to view either the Site Name or the Site Address on the Customer Tree. Below is selecting to view the Site Name on the Customer Tree. ...
Toolbars
When selecting the Toolbars option, a list of application toolbar options is displayed.  The User may turn off any toolbars that are not to be displayed.  The toolbars may be turned on and off at any time. Standard Toolbar De-selecting ...
Tree
If the Tree option is checked, the Main Application Menu Tree is displayed.  If this option is not selected, the Main Application Menu Tree is not displayed.  The Main Application Tree may be turned on or off at any time. ...
Tree Gridlines
If this option is selected, when viewing a record, the Active Pane will display gridlines to make viewing data easier.  If the option is de-selected, no gridlines are displayed.  This option may be turned on or off by the User at any time. ...
Use Web Maps Only
If this option is selected,  when clicking on the Map Location button on the main application button bar, Google Maps will launch to locate the physical address.  If the workstation has been installed with Microsoft MapPoint, then the MapPoint appli...
View Menu Options Overview
Selecting the View option, will display a list of several options from which the User may select.  Follow the links below for more information on each View option. Tree Show Icons on Menu Tree Auto Hide Tree Use Web Maps Only Tree Gri...