People & Meetings Right-Click Options

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People & Meetings Right-Click Options

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The following functions can be performed when options are selected from the People & Meetings right-click menu:

 

people meetings richt click

 

 

Menu Option Name

Menu Option Description

Refresh

Refreshes View when Changes are made

Import

Imports CSV Files

Delete

Deletes the record

Edit Details

Edit the record details

Business Group

Grouping of Users  - Assigns users as a member to Business Group

Access Types

Enables user login, password, access type, business group association. Available to DBA's only

Email

Emails view on screen

Print

Prints current view or selection

View Audit

Displays Local and MproLink Audit Information