Right-Click Menus

Right-Click Menus are available for quick access to tools and actions for versaSRS Records (Case, Problem, RFC, or Task) and versaCRM Records (Contacts/Organisations) .

Click one of the below links to go directly to that section:

Case, Problem, and RFC Listing Menu

The following right-click menu is displayed when right-clicking on a Record (Case, Problem, or RFC) in the main window. As well as when right-clicking on a Case in the Cases tab of a Contact or Organisation.

Menu option Purpose
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'

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Update Sub Menu

Menu option Purpose
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

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Tools Sub Menu

Menu option Purpose
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
Share Record Share the Record with another User/Team
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

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Set Reminders Sub Menu

Menu option Purpose
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

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Mark As Sub Menu

Menu option Purpose
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.

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Case, Problem, RFC, and Task Audit History

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

Menu option Purpose
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 recalled within the time limit specified in the EmailDelaySend Global Setting.
Resend Resends the email that was clicked
Create Task Creates a Task from the audit entry that was clicked - This option is not available within a Task
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

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Flags Sub Menu

Menu option Purpose
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

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Task Listing Menu

The following right-click menu is displayed when right-clicking on a Task in the main window

Menu option Purpose
Details Opens the Task on the 'Details' tab
Update Perform an Update on the Task
Go to Parent Takes you to the Parent Record (Case, Problem, or RFC) of the Task
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

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Task Tools Sub Menu

Menu option Purpose
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

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versaCRM

Contacts/Organisations

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

Menu option Purpose
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

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New Items Sub Menu

Menu option Purpose
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

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Documents tab

Menu option Purpose
Open View the Document or Open the Folder
Edit Change the Properties of the File or the Name of the Folder
Clone Create a copy of the Document/Folder
Delete Delete the Document/Folder
Properties View the Properties of the Document

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