Shortcut Menus

 

A shortcut menu is displayed by right-clicking in a field or other area. The options available on the shortcut menu depend on the type of field.

Note: Not all options are available in all fields.

Shortcut Menu Options for Rich Text Fields

Shortcut Menu Options for Date Fields

Shortcut Menu Options for Lookup Fields

Shortcut Menu Options for Standard Fields

Shortcut Menu Options for Graph Windows

Shortcut Menu Options for Lists

Shortcut Menu Options for Misspelled Words

Shortcut Menu Options for Other Areas

Statement Designer Right-Click Menu Options

Email Template Right-Click Menu Options

SnapShot Right-Click Menu Options

Shortcut Menu Options for Rich Text Fields

Rich text fields such as the Description fields in the data entry windows allow additional formatting options. The shortcut menu for these fields can include the following menu selections:

Cut

Copy

Paste

Bold

Italic

Underline

Statement Comment

Clear Attributes

Reverse Case

Previous Description

Date/Time/User ID

Select All

Find

Macro Lookup

Edit Text Macro

Auto Text Expansion

Spell Check

Add/Delete Words

Spell Check Options

Shortcut Menu Options for Date Fields

Date fields allow a date to be entered such as the Date Opened field in the Client Information window. The shortcut menu for these fields includes the following menu selections:

QuickDate Calculator

Next Date

Previous Date

Clear Date

Current Date

Shortcut Menu Options for Lookup Fields

Lookup fields allow selection of an option from a lookup window such as the Billing Category field in the Client Information window. The shortcut menu for these fields includes one of the following menu selections:

Edit Timekeeper

Edit Category

Edit Transaction Code

Edit Billing Frequency

Edit Location

Edit Task Code

Edit Client

Dial Phone

Edit Statement Template

Edit Statement Notes

Shortcut Menu Options for Standard Fields

Standard fields such as the City field in the Client Information window include the following options on the shortcut menu:

Undo

Cut

Copy

Paste

Delete

Select All

Shortcut Menu Options for Graph Windows

When you right-click in a graph window, a shortcut menu will be displayed with the following menu options:

Print

Edit Graph

Shortcut Menu Options for Lists

When you right-click in List windows, as well as the Statement Manager, a shortcut menu will be displayed with the following menu options:

Copy

Action (contents vary by file)

Report (contents vary by file)

Manage Column Layouts

Manage QuickViews

Manage Filters

Refresh

List Preferences

Shortcut Menu Options for Misspelled Words

When the Automatic spell check as you type check box on the Spell Check Options window is selected, right-clicking a word with a red wavy underline displays a shortcut menu with the following menu options:

Suggestions (up to three)

No Suggestions

Ignore

Add to Dictionary

Spell Check

Add/Delete Words

Spell Check Options