The Quick Actions Menu
The quick actions menu is your own personal launchpad to the business activities you access the most!
On any page while logged in, find Quick Actions in the upper left-hand corner of the screen.
Customize your Quick Actions
Don't create a lot of invoices? You can customize your Quick Actions menu to include your commonly used actions.
- In your vcita Dashboard, click the More Actions button in the actions bar.
- Click and drag your favorite actions into your top 6. These six actions appear as soon as you click Quick Actions.
- The rest of the actions appear on selecting Quick Actions > Show more.
- Click Save to dashboard to save your changes.