Getting around
Find any screen, customer or invoice in two or three clicks — from the menu, the icon rail or Quick jump.
How do I find a screen, customer or invoice quickly in Linekto?
- After you sign in you land on Today: follow-ups people promised, late ones first, and a few numbers on how the month is going.
- The menu on the left groups screens by the kind of work — Sales for the work before an order, Commissions for invoices, payments and paying reps. Only one group opens at a time.
- Need room for a wide table? Collapse the menu to a row of icons. Rest the mouse on an icon and that group slides out beside it. Your browser remembers the choice.
- Press Ctrl+K (or click Jump at the top) from any screen. Type a few letters of a customer, a screen name or an invoice number, and press Enter to go straight there.
Good to know
- The last line in Quick jump looks the text up as an invoice number — handy when a manufacturer calls about one invoice.
Where to find it
Read the video transcript
This is Today — the first screen you see after you sign in. It lists the follow-ups people promised, starting with the ones that are late. Further down, a few numbers tell you how the month is going. On the left is the menu.
Screens are grouped by the kind of work they belong to. Sales holds customers, contacts, visits and deals — the work before an order. Commissions holds invoices, payments and what you pay your reps. Only one group opens at a time, so the menu never grows into a long scroll.
Want more room for big tables? Collapse the menu to a narrow row of icons. Rest the mouse on an icon, and that group slides out beside it. Click a screen in the panel to go straight there.
The menu stays collapsed until you open it again — your browser remembers. The fastest way around is Quick jump. It finds screens, customers and invoice numbers. Click Jump at the top — or press Ctrl+K from any screen.
Type a few letters of a customer's name. Pick the customer, and you land on their account. Now an invoice. A manufacturer calls about INV-40298 — press Ctrl+K.
The last line looks the number up in your invoices. Press Enter to go. Open it to see every detail of that sale. Menu, icon rail or Ctrl+K — whichever way you like, every screen is two or three clicks away.