http://docs.callproof.com/index.php?action=history&feed=atom&title=More_menuMore menu - Revision history2026-07-24T03:36:58ZRevision history for this page on the wikiMediaWiki 1.31.0http://docs.callproof.com/index.php?title=More_menu&diff=2137&oldid=prevAshley DeBon: /* More menu */2026-07-17T08:33:04Z<p><span dir="auto"><span class="autocomment">More menu</span></span></p>
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<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>=== What is More menu? ===</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>=== What is More menu? ===</div></td></tr>
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</table>Ashley DeBonhttp://docs.callproof.com/index.php?title=More_menu&diff=1510&oldid=prevAshley DeBon: Created page with "== More menu == === What is More menu? === The More menu is the full action sheet for an account—one place for view/edit and all related workflows. === How to navigate ==..."2026-07-15T09:18:40Z<p>Created page with "== More menu == === What is More menu? === The More menu is the full action sheet for an account—one place for view/edit and all related workflows. === How to navigate ==..."</p>
<p><b>New page</b></p><div>== More menu ==<br />
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=== What is More menu? ===<br />
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The More menu is the full action sheet for an account—one place for view/edit and all related workflows.<br />
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=== How to navigate ===<br />
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'''[[Accounts]]''' → More (…) button on an account row<br />
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=== Using More menu ===<br />
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# Tap More on an account.<br />
# Choose an action from the list.<br />
# Complete that flow, then return to Accounts.<br />
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=== Features include ===<br />
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* '''[[View account details]]''' / '''[[Edit account]]'''<br />
* '''[[Call Account]]'''<br />
* '''[[Appointment]]'''<br />
* '''[[Event Forms]]'''<br />
* '''[[Opportunities]]'''<br />
* '''[[People]]'''<br />
* '''[[Tasks / Follow-ups]]'''<br />
* '''[[Notes]]'''<br />
* '''[[Labels]]'''<br />
* '''[[Images]]'''<br />
* '''[[Email Account]]'''<br />
* '''[[Directions / Street View]]'''<br />
* '''Other company-enabled options''' – Additional menu items may appear based on your organization settings.<br />
<br />
<div style="clear: both;"></div></div>Ashley DeBon