Quick Tips: Productivity Enhancers

Report Descriptions

Not sure what a report does? Click the arrow icon next to the report name to view a brief description before running it.
Need more detail? Click the More link to open the related Knowledge Base article for a full breakdown of the report’s purpose and usage.

Column Display Options

Tailor your view by showing, hiding, or rearranging columns in data grids. Focus on what matters most without the clutter.

Ctrl + Click on Hyperlinks

Need to open multiple customer records or invoices at once? Hold Ctrl (or Cmd on Mac) and click to open links in new tabs—no more losing your place.

Use Customer Notes for Efficiency

Capture key details or internal updates using the Customer Notes feature. It’s a great way to keep important info handy for yourself and your team.