Did Ya Know, We have added hamburgers to our menu and they are incredible?!

In past posts we have mentioned that we have added hidden menus to access key activities to reduce steps during routine processes. When using in-line editing these hidden menus are found by “right-clicking”. But what about on detail screen views. Here we have added “hamburgers”…those three stacked lines found in the top corner of screens.

Whenever you see a hamburger, click on it to see what you can do. We have added these throughout RealNex CRM so with one-click you can create and select appropriate records, or add notes, history, links and attachment, even link to a project or group. So check out hamburgers and enjoy these tasty time-saving treats.

To learn more about how to take advantage of this great new efficiency tool watch this quick video.

We hope you are doing well and we look forward to continuing to support you with valuable tips and training on how you can make the most of the RealNex platform particularly during this difficult time.