bau24 documentation

Dialogs, active links and context menu

Dialogs

Some actions do not load a new page but open a dialog – for example adding a new task or viewing the details of a task. This way you work with an item and, after closing the dialog, continue from where you opened it.

Close a dialog with the Save or Cancel buttons, or, if there are none, with Close.

The fields of the individual dialogs are described in the Dialogs section.

Some records are shown as active links – for example a client name or an engagement name. Links are shown in blue.

Left-clicking a link opens information about the object, usually in a dialog. For example, clicking a client name opens the client file, and clicking an engagement opens the engagement details.

Context menu

Right-clicking an active link opens the context menu. Use it to perform actions on the object – for example to edit a client or assign a task.