Difference between revisions of "More menu"
Ashley DeBon (talk | contribs) (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 ==...") |
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== More menu == | == More menu == | ||
| − | + | [[File:App_More_Options.png|200px|thumb|right|Callproof Mobile App More Options]] | |
=== What is More menu? === | === What is More menu? === | ||
Latest revision as of 08:33, 17 July 2026
Contents
The More menu is the full action sheet for an account—one place for view/edit and all related workflows.
Accounts → More (…) button on an account row
- Tap More on an account.
- Choose an action from the list.
- Complete that flow, then return to Accounts.
Features include
- View account details / Edit account
- Call Account
- Appointment
- Event Forms
- Opportunities
- People
- Tasks / Follow-ups
- Notes
- Labels
- Images
- Email Account
- Directions / Street View
- Other company-enabled options – Additional menu items may appear based on your organization settings.
