Context Menu

The context menu allows you to access the most frequently used info areas, menu commands, workflows, dashboards etc.

Configuring the Context Menu

User Options

Select View > Desktop Properties from the menu to configure the following:

  • whether the context menu docks on the right of the screen, can be positioned anywhere or is only available as a popup menu by right-clicking in the mask
  • whether the context menu should always be displayed
  • the size and font used in the context menu

For further information, see Context menu or header.

Administrator Options

Your administrator can configure the context menu for each level, see Context Menu Tab in the Aurea.CRM win Administrator Guide. Your administrator can:

  • add additional entries; e.g. to switch to other info areas or access functions
  • define links to other info areas as references
  • determine which options are available from the menu depending on the current context (mask or list view, view mode, edit mode).

Accessing the Context Menu

You can access the context menu in the following ways:

  • Right-click in the mask in mask view.
  • Right-click on a record in list view.
  • Click (Context Menu) in the header.
  • If the context menu is docked on the right of the screen and closed, open the context menu by clicking on the tab.
  • If the context menu is free-floating, display the entries by clicking on the small down arrow in the context menu's title bar.
  • Select View > Desktop Properties > Context menu/header > Display opened to keep the context menu opened permanently.

Minimizing the Context Menu

To minimize the context menu:

  • If the context menu is docked on the right of the mask, click on .

The context menu is minimized.

  • If the context menu can be freely positioned on the mask, click on in the header.

Only the context menu's header is displayed.

Closing the Context Menu

  • Click on the close button in the context menu's header.
  • Select Context Menu from the popup menu available by right-clicking the mask or from the Context Menu icon () in the command bar to display the context menu again.

Changing the Context Menu's Position and Size

If the context menu is either docked or free-floating, you can change its position. Click on the context menu's header and drag it to the desired position.

To resize the context menu:

  1. Click on the icon in the context menu's header. The icon changes to .
  2. Move the edges of the context menu using the mouse.

  3. Click on the icon in the header to revert to the original settings.

These changes are level-dependent and the desktop settings can be restored at any time.