System menu & tabs for Mac users

Modified on Mon, 13 Aug 2018 at 10:01 AM

There are three layers at the top of the application window. In the illustration you can see what we mean and below the illustration we will explain you what you can do with all three of them: 

The first layer is the system menu which you as a Mac user are used to. All menu items can be found there. Go through them the first time you enter SpinOffice so you know what can be found where. Many things in SpinOffice can be customized; go to the menu item Administration for that. In chapter 12 we explain all the elements of that menu.

The second layer is the screen tabs. There are two important points to mention here: 

  1. You are able to manage which important screens should always be open when you open and work within SpinOffice. This can be managed via the menu Administration -> CRM preferences; Default tabs. See below:

    Check and uncheck the screens you want to have active. Inactive screens will open in a separate tab once you open them via the menu. For example, when Calendar is not active and you go to your calendar via the menu, it will automatically open in a new tab. Do you want to have your Inbox or Calendar open on a second screen? No problem, just drag it out of the application!
  2. All memos, new emails, call reports, etc., which you create will appear in a new tab. When you click on ‘Send’ this tab will automatically close and you can continue where you were.

The third layer is the contact/archive tab: here you can toggle between the contact information and the contact’s archive section.

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