Menu (+) and (---)

There are two Airdesk context menus.

In Airdesk, you'll find two context menus:

1. Service Menu (+)

2. View Menu (•••)

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.