Customer View Context Menu
- Also available on toolbar
- Close: the view, the current window size/position, sort order, and selection are saved to be applied when it is reopened.
- Add: is used to create new Customers.
- Edit: is used to edit the selected Customer.
- Delete: the selected Customer(s).
- Search: will locate the desired item by searching the column under the mouse pointer.
- Select All: items in the view.
- Show Sort Order: list the columns used as sort keys.
- Restore column order / size: return the view's columns to their default settings.
- Export: data to text or to a spreadsheet.
- Print: reports.
- Sites: is used to open the Site view showing Sites for the selected Customer.
- Services: is used to open the Service view showing Services for the selected Customer.
- Show all Sites: is used to open the Site view showing all Sites.
- View Services on a map: shows all of the iServices with Lat-Lon provided for this Customer.
- Lat Lon from Address: uses the address to lookup a Latitude and Longitude.
- Simplify Service Mode: reduces the selected Customers and descendants to their least complex mode.