Quick Access to Bp Allied functions

This menu is located on the top left of the toolbar tabs and is another way of getting to some commonly used Bp Allied functions.

Field

Description

Appointment Book button

Opens the Appointment Book.

Client Details button

Opens the Client Details module.

Invoices button

Opens the Invoices module.

New Editor button

Opens a blank template in the Letter Editor.

Reminders button

Opens the Reminders form.

Data Maintenance button

Opens the Data Maintenance module.

Options button

Opens the Options form.

Help button

Opens the Help in your default web browser.

Exit button

Closes Bp Allied.

 

Quick Access Toolbar

This toolbar is located on the Bp Allied title bar and contains shortcuts to a number of commonly used functions.

Field

Description

Appointment Book button

Opens the Appointment Book.

New Appointment button

Opens the Edit Appointment form to create a new Appointment.

Find Client button

Opens the Find Client form.

Client Details button

Opens a blank Client Details form.

New Client button

Opens the Add a Client form.

Reminders button

Opens the Reminders form.