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Tips & Tricks

Additional instructions for navigating and using ActualizeIt:

People and companies throughout are in dropdown lists based on the people and companies sections. If you don’t see a particular person or company, you can add them directly in the Bid or Job view.

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Add People & Companies Click the “+” button to the right of the field.

Photo highlighting the field enter a user name if you don't want to use the default name

User Name Change your default user name under Preferences in the FileMaker Pro menu.

Photo highlighting the disclosure arrow/triangle to view additional information

Expand Data Click anywhere you see an arrow/triangle. In the example above, this will expand the comments section.

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Tool Tips Mouse over any button for a description of that function and the key command.

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Multifunction Buttons Some buttons have multiple functions. The shift key is used as a modifier, e.g., clicking on the arrow will duplicate the item, and pressing shift then clicking will delete it.

Photo highlighting back buttons used to navigate to related jobs, bids, work orders, etc.

Related Item Other arrows will take you to that related item. This is a good way of navigating the system while staying within a given project.

Note: The buttons in the main navigation will take you to that section in general, but not always to your related project.

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1. Email Icon (list row) If a contact has an associated email address, click the email icon to send an email with your default application.
2. Email Icon (field header) Click the icon at the top of the list to send an email to the whole team.

Note: Shift click on the small icon (in the field header or list row) will also include a PDF of the Bid in the Bid section

Photo highlighting a section-specific menu to view additional shortcuts and keyboard commands

Section-specific Menus Check the section-specific menus for additional shortcuts and keyboard commands.

Photo highlighting the column headers which are button to sort a list by the column header that is clicked

Field Headers Click on the field headers in any list view to sort by that field.

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