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More Actions menu

The More Actions menu contains various actions and functions that apply to the specific record list or detail form that you have open. The menu items available for each list or detail form vary based on your user profile, your permissions, and how Service Manager was implemented at your location.

To access the More Actions menu on a web client, click the More button.

To access the More Actions menu on a Windows client, click the down-arrow button on the far right of the toolbar.

Related topics

Windows client
Windows client features
Web client
Differences between the Windows and web clients