Tag: CRM toolbar

PDi CRM Favourite menu

PDi CRM Toolbar and Favourite Menu

PDi CRM Favourite menuPDi CRM Favourite menu allows commonly used functions to be added to the menu for quick access. The settings are per user, per desktop install, the application toolbar can also be customised to add quick access to commonly used functions.

Place the functions into the favourite menu or onto the toolbar to give the user quick access to the regular PDi CRM functions.

View the screencast below for a brief walkthrough of the function