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Job Management

Last update 5 days ago
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How to add an Action button

You can add buttons that you use regularly in the Ellipsis (3 dots) menu of a Booking or Lead.

  1. From your dashboard, select either the Bookings or Leads icon.

  2. In the top right hand corner, click on the Ellipsis (3 dots)

  3. Click on Edit Row Layout.

  4. Drag from the fields below into the smaller Action Button Menu Box.

  5. Click OK to save changes or click Close to exit without saving the changes


Please watch the video below for additional reference.