Tips & Tricks
Additional instructions for navigating and using ActualizeIt:
Add people or companies to bids and jobs
People and companies throughout are in dropdown lists based on the people and companies sections. If you don’t see a particular person or company, you can add them directly in the Bid or Job view.
| Add People & Companies | Click the “+” button to the right of the field. |
Change my user name
| User Name | Change your default user name under Preferences in the FileMaker Pro menu. |
Expand fields for more info
| Expand Data | Click anywhere you see an arrow/triangle. In the example above, this will expand the comments section. |
Mouse over buttons for explanation
| Tool Tips | Mouse over any button for a description of that function and the key command. |
Multifunction Buttons
| Multifunction Buttons | Some buttons have multiple functions. The shift key is used as a modifier, e.g., clicking on the arrow will duplicate the item, and pressing shift then clicking will delete it. |
Navigate to related jobs, bids, work orders, etc.
| Related Item | Other arrows will take you to that related item. This is a good way of navigating the system while staying within a given project. |
Note: The buttons in the main navigation will take you to that section in general, but not always to your related project.
Send email to a contact or the whole team
| 1. Email Icon (list row) | If a contact has an associated email address, click the email icon to send an email with your default application. |
| 2. Email Icon (field header) | Click the icon at the top of the list to send an email to the whole team. |
Note: Shift click on the small icon (in the field header or list row) will also include a PDF of the Bid in the Bid section
Shortcuts and keyboard commands
| Section-specific Menus | Check the section-specific menus for additional shortcuts and keyboard commands. |
Sort items in a list
| Field Headers | Click on the field headers in any list view to sort by that field. |