Menus

💡These articles explain how menus work, how to create Menu Groups and Menu Templates, and how to use the Recycle Bin.

Articles

  • Menu Groups: Shows how to create, edit and delete Menu Groups and link modules and Transaction Types to them.
  • Menu Templates: Shows how to create, edit, copy, preview and delete Menu Templates, change tile colours and link users to them.
  • Menus Explained: Describes the Main Menu, Tile Menu, button bar, Actions button, context menus, panels and workspace navigation.
  • Recycle Bin: Describes the buttons, filters and fields of the Recycle Bin, where deleted records are kept until cleared.
  • Recycle Bin Tutorials: Shows how to restore deleted records from the Recycle Bin or delete them permanently.

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