The Main Work Screen provides Bottom Tabs for Navigation, which allow you to have multiple items open at the same time!

For instance, when working with Customers, after you have started working on a phone call, you can accept another Customer's call without putting away what you were working on.

Notice the set of tabs across the very bottom of the work screen.

At this point from left to right they might read: Office Manager, Customer Lookup, Customer ABC. Click on the Customer Lookup Tab and search for the second (or next) Customer. When you open this Customer, a new tab appears below for Customer XYZ. Click on these tabs at the bottom of the screen to travel freely back and forth between the Customers and other items that you are working on.

Note: When you wish to close any open item indicated by the tabs at the bottom of the screen, including Customers, click on the Close Icon (X) at the far right of the tabs bar. The remaining tabs will stay open.

Tip: The keyboard shortcut Alt-Ctrl-Tab will rotate through selection of any open Detail windows, or between open Bottom Tabs, if no windows are open.

 

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