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Edit | Action
The Action menu includes the following menu selections. These options are also shown when right-clicking in List views, as well as the Statement Manager. Available options depend on which window is open.
Note: Not all options are available when multiple records are selected, or when a record is accessed via the drill-down functionality of a report.
Statement Manager
Clients List
Write-Up/Write-Down Fees and Costs
Contacts List
Fee List
Write-Up/Write-Down Fees and Costs
Cost List
Write-Up/Write-Down Fees and Costs
Payment List
View Linked Client Funds Record
Client Funds List
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