Menu (+) and (---)
There are two Airdesk context menus.
In Airdesk, you'll find two context menus:
Service Menu
Normally, this menu can be found at the level of the various services. For example, in the contract list view, you can find an icon at the beginning of the list at the contract level.
By selecting the menu, you can see the following options:
Menu name | Description |
Details | |
View 360 | |
Add call | Shortcut to create a call associated with the contract. |
Add case | Shortcut to create a case associated with the contract. |
Add task | Shortcut to create a task associated with the contract. |
Add time | Shortcut to create a time record associated with the contract. |
Edit | |
Duplicate | Duplicate the contract and present it in the creation form. |
Export PDF | Export the contract to PDF [1]. |
Export XLS | Export the contract to XLS [1]. |
Email report | Send the attached report to the customer [1]. |
Copy link | Copy the link from the contract to the clipboard so you can share it. |
Delete |
[1]: when selecting an export option, you can select the following options:
Option | Description |
Date to send | Select the date range to include in the report. |
Time record to include: | |
Not classified | Include unclassified time records. |
Classified | Include classified time records. |
Invoiced | Include invoiced time records. |
Associated but classified to another entity | Include time records classified to multiple companies. If several companies are configured. |
View Menu
The menu can be found in the view option bar:
When opening the view options menu, you can find some of these features:
Option | Description |
Export everything to Excel | Export all data included in the filter. |
Export page to Excel | Export only currently visible data. |
Edit Columns | Edit the grid columns. |
Restore Columns | Restore only the columns seen. |
Restore Everything | Restore sorting, columns, column sizes and others. |
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