Right-click an entry in the search results list to display these menu options:
- Open - opens a task.
- Open Job - opens the job associated with the selected task.
- Filter on this Job - shows all tasks associated with the job of the selected task.
- Filter on this Contact - only show tasks with the same contact as the selected task.
- Set Status to – allows a task's status to be changed.
-
New – creates a new task.
- Profile – opens the task profile dialog for edit.
- Profile Selection - allows multiple tasks to be changed at one time.
- Export - exports the selected jobs - see Export Jobs
- Delete - puts the task into the recycle bin.
