Client Menu
Table of Contents
| Clicking on the Clients tab will bring you to the Client Search screen. You'll see the Client Menu on this screen but you must select a client before choosing your menu option. |
Client Menu
| Navigate the categories of this menu by clicking on the bolded text or the folder beside the bolded text; this will expand the selected category. |
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Favorites |
| The Favorites category consists of any menu item that has been pinned. Click the pin in order to add or remove the item from Favorites. |
Not Pinned |
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Pinned |
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| This menu is designed to remember not only your Favorites, but it will also remember which menu categories you've collapsed/ expanded. This means that your Client Menu will appear the same in any new window or tab that you open going forward. |
