Context Menus for Accounts and Contacts Save Time

Using the "right-click" on any account or contact record will display the context menu and save you keystrokes to perform the following:

For Accounts:

New Opportunity
New Service Ticket
New Service Contract

Appointment
--View Appointment
--New Appointment

Task
--View Task
--New Task

Print Account
Document Attachment


For Contacts:

Appointment
--View Appointment
--New Appointment

Task
--View Task
--New Task

Merge Contact
Print Contact
Document Attachment