The Quick Action button at the top of the menu is yours to set up. Pin the pages you use most, put them in the order you like, and your first five show as buttons right under Quick Action, one click away. Each person's Quick Actions are their own; changing yours does not change anyone else's.

Pin a page from the menu

  1. Point at any link in the left menu. A star appears at its right.
  2. Click the star. The page is pinned and the star turns gold.
  3. Click a gold star to unpin it.

Reorder or change your pins

  1. Click Quick Action, then Customize Quick Actions.
  2. Drag a pin up or down, or use its arrows. The top five show as buttons; the rest are in the Quick Action list.
  3. Tick or untick pages below to add or remove them. New Appointment and Add Product are here too.
  4. Click Save.

You can pin up to 10 pages.

Start over

Customize Quick Actions > Reset to default, then Save, puts back the set for your role. For example, salespeople start with Create Invoice, Add Customer, New Appointment, Estimates, All Customers and Leads, and installers start with Job Board, Work Orders and the Installation Calendar.

Worth knowing

  • You only see pins for pages you are allowed to open. If your permissions change, or the store turns a module off, those pins hide until it is back on.
  • Hover over a button to see its name.
  • Quick Action is on the computer only; the phone app has its own home screen.