Right-Click Menus

Right-Click Menus are available for quick access to tools and actions for versaSRS Records.

The following right-click menu is displayed when right-clicking on a Case, Problem, or RFC record in the main window.


Read Only	Opens the Record in Read Only mode
Details	Opens the Record on the 'Details' tab
Update ...	Presents the Update sub menu for various types of Updates that can be applied
Tools ...	Presents the Tools sub menu for access to the various tools available
Set Reminders ...	Presents the Set Reminders sub menu where reminders can be configured for a Team or User.
Printer Friendly	Displays the Printer Friendly summary of the Record
Mark As ...	Presents the Mark As sub menu where Records can be cancelled or email updates marked as 'Read'


Update	Perform an Update on the Record
Reply	Reply to the initial Record Logged entry on the Record
Reply to All	Reply All to initial Record Logged entry on the Record
Reply to Recent	Reply to the most recent email update on the Record
Reply to Recent All	Reply All to most recent email update on the Record
Forward	Forward the initial Record Logged entry on the Record
Closed	Perform an Update, and set the status of the Record to Closed


Reassign	Reassign the Record to another User or Team
Watchers	Add or remove Record Watchers
Link To Child	Link to a Child Record
Assign Timesheet	Assign a Timesheet to a Record
Copy Case #	Copy the Record ID (Number)
Copy Case Tag	Copy the Record ID Tag that gets appended to the Subject line of outgoing emails


For User	Allows a reminder for the Record to be set for a User
For Team	Allows a reminder for the Record to be set for the Team


All emails as read	Sets all unread emails on the Record to read
Cancelled	Set the Status of the Record to Cancelled
Bulk Cancelled	Will search Records that have recently been logged that have the same Subject, Requestor, Logged Date, and Status, allowing a bulk cancel to be performed on all of them. Ideal for clearing duplicate Records that were logged due to an email loop.

The following right-click menu is displayed when right-clicking on an Audit History entry within a Case, Problem, or RFC.


Reply	Reply to the audit entry that was clicked
Reply to All	Reply All to the audit entry that was clicked
Forward	Forward the audit entry that was clicked
Recall	Recall an email that was sent. Emails can only be recalled (prevented from sending) if it was sent for less time than specified in the EmailDelaySend Global Setting, otherwise a new email is sent stating that the email has been recalled.
Resend	Resends the email that was clicked
Create Task	Creates a Task from the audit entry that was clicked
Add to Calendar	Allows the audit entry that was clicked to be added to the Calendar
Mark as Unread	Marks the audit entry as 'Unread', must be an Email Update type
Mark as Read	Marks the audit entry as 'Read', must be an Email Update type
Toggle Review	Flags the audit entry that was clicked for review
Flags ...	Presents the Flags sub menu, for flagging audit entries with various flag options


Flag Complete	Displays a tick, to indicate that a flagged item is complete
Clear Flag	Will remove a flag from the clicked audit entry
Red Flag	Applies a red flag to the audit entry
Blue Flag	Applies a blue flag to the audit entry
Yellow Flag	Applies a yellow flag to the audit entry
Green Flag	Applies a green flag to the audit entry
Orange Flag	Applies an orange flag to the audit entry
Purple Flag	Applies a purple flag to the audit entry

The following right-click menu is displayed when right-clicking on a Task


Details	Opens the Task on the 'Details' tab
Update	Perform an Update on the Task
Go to Parent	Takes you to the Case, Problem, or RFC Record that the Task is associated with
Printer Friendly	Displays the Printer Friendly summary of the Task
Tools ...	Presents the Tools sub menu for access to the various tools available for Tasks


Mark emails as read	Sets all unread emails on the Task to read
Copy Case #	Copy the Task ID (Number)
Copy Case Tag	Copy the Task ID Tag that gets appended to the Subject line of outgoing emails

The following right-click menu is displayed when right-clicking on a Contact or Organisation in the CRM.


Open	Open the Record
New Items ...	Presents the New Items sub menu for adding items to the Record
Archive	Archive the Record
Unarchive	Unarchive the Record


Case	Create a new Case for the Record
Correspondence	Create a new Correspondence for the Record
Document	Create a new Document for the Record
Note	Create a new Note for the Record