Menus

Ribbon Menu

You can select ribbon menu icons using the mouse, or by pressing keyboard shortcuts.

To view keyboard shortcuts, press Alt. The keyboard shortcuts display over the ribbon tab names and menu icons. See also User Interface General Principles.

Security Note: There are user group security rights in the Menu security rights group that control the visibility of many icons on the menu ribbon tabs.

The Scripting, Layout and Add-ins ribbon tabs display only when required.

Double-click a ribbon tab name to collapse the ribbon tab area.

Quick Access Toolbar

The quick access toolbar is above the ribbon and by default has icons for Save, Close All and Refresh. Right-click any icon on a ribbon tab to add the icon to the quick access toolbar or to open a screen to customise the quick access toolbar.

Context Menus

Many screens have context menus. Context menus display options that are relevant to that context; for example, New to create a new contract via the Contract Explorer, or Add Despatch Order on a shipment. Many screens have Print Preview and Copy To Clipboard options. Context menus are also used extensively in the Solution Explorer. Right-click a screen, a table, or an object to display context menu options.