Are you using right-click effectively?

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Occasionally we find out that a user doesn't know about the right-click menus or doesn't realize how useful they are.

 

In general, any grid item in the tab views has a menu.  Just right-click on an empty site or a name in the Rack (or even the Site name), or a transaction in the Transactions view, or any line of the On Site view, Arrivals view, etc.  A menu will appear with functions that can be done for that particular item.  Some of these functions are helpful shortcuts, like Check In, Extend reservation, Transactions, etc. that can save a couple steps, but some are unique functions that can only be done from the right-click menu.  

 

For instance, a reservation can only be Split from the right-click menu.  You can also batch-print receipts, labels, forms, etc. for all reservations shown in the view.  Another handy function is to show all reservations for a particular site (both prior and future).  Just right-click on a site name in the Rack (the left-most column) to find this function.

 

If you use the Meter Readings reports, note that they also have right-click functions available for adjusting the previous readings, etc.

 

Probably the most overlooked right-click function is "Transactions" -- available on any reservation's right-click menu, this will take you directly to the Reservation Transactions dialog for adding or editing transactions.  There's no need to go through Reservation Details first.  Likewise on the Transactions tab view, this will open the appropriate dialog where a transaction was originally entered, whether it's for a Reservation, Customer, Unbound, or Point of Sale.  This can be handy when researching the reason for a transaction.

 

Don't be afraid to explore -- right-click things to see if a menu appears, and what actions are available (note that in some views, even the column you click on makes a difference).

 

(One word of warning: In versions prior to 4.0, right-clicking on a "blank" line in the Transactions tab view can cause it to freeze up due to a bug.  If you install the update, this won't be a problem.)

 

 


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