Search, favourites and All areas
Find pages, records and actions with one search, pin favourites and browse every area of IDup.
The top of the sidebar has tools that save you clicks. They work in the browser and, for favourites and the menu, in the app.
Search
Press Ctrl+K (⌘K on a Mac) or select Search. Type a few letters. Small typos are tolerated.
- Pages: any page of the menu.
- Records: customers, contacts, leads, invoices, quotes, projects, tasks, properties, units and staff, only those you may see.
- Actions: for example New quote, New customer, New invoice, New task or New ticket.
Use the arrow keys to select, Enter to open and Esc to close. Recent searches are kept.
Favorites and Recently used
Select the star next to a menu item to add it to your Favorites. Sort them by dragging or with the arrow keys. Recently used lists your last five pages. You can hide it.
Customize menu
Select Customize menu to hide, show or move groups, then Done. Reset to company default brings the standard order back.
All areas
The page All areas shows every area as a tile with a short description. You can search, filter by category and add stars.
Menu by role
Administrators can choose under Menu by role which groups each role sees. Only the display changes. Permissions stay the same, and everything remains reachable through search and All areas.
Red numbers
A menu item can show a number, for example waiting approvals, open support tickets, overdue invoices or tasks due today. No number means nothing is waiting.
Nothing is tracked — the buttons only open a message so you can tell us what was missing.
