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Right-Click Menus

Right-Click Menus

In addition to the function buttons, version 6.8 of the software introduced right-click menus. Now, you are able to edit, copy, or create new profiles with a simple right-click from any of the main eCoordinator grids. The method of selecting checkboxes and using the function buttons to perform these tasks still works, too!

 

Regardless of which records are selected, whichever record your mouse pointer is currently hovering over at the time you select to "Edit" or "Copy" will be the record that is edited or copied. In the image below, although the volunteer profile for "Jessica Baird" is selected, the eCoordinator user had hovered over the profile for "Barb Banks" and right-clicked. Therefore, when clicking to "Edit," it will be Barb's profile which will open up, and not Jessica's.

You will notice that when rows are selected, the entire row becomes highlighted yellow. When the mouse pointer is hovering over a row, however, that single row becomes highlighted light yellow. This is to help users be sure that the profile for which they wish to perform a right-click action is the one that the cursor is currently over.

 

These are the locations in the software where right-click menus are available, and the options available there.

 

Volunteers Tab

New
Edit
Copy
Delete
Email
Log Book
…more to come!

 

Opportunities Tab

New
Edit
Copy
Delete
Email
Log Book
…more to come!

 

Organizations Tab

New
Edit
Copy
Delete
Email
Log Book
…more to come!

 

Clients Tab

New
Edit
Copy
Delete
Email
Log Book
…more to come!

 

Scheduling System: Opportunities

New
Edit
Copy
Delete
Log Book
Email
Schedule Report
…more to come!

 

Scheduling System: Volunteers

New
Edit
Copy
Delete
Refer
Place
Log Book
Email
Driver Manifest Report
Transportation Log Report
Schedule Report
…more to come!

 

Scheduling System: Clients

New
Edit
Copy
Delete
Refer
Place
Log Book
Email
Schedule Report
…more to come!

 

Scheduling System: Calendar

New
Edit
Copy
Delete
Day Off/Day On
Setup Return Ride
Email
Ride Survey
Slot Profile Report
…more to come!
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