Right-click Menu in Tasks

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.

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