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New Feature: My Activity

Today we are introducing My Activity, a great new way to accelerate your workflow. My Activity helps you get back to where you were quickly.

My Activity is accessed by a new red button in the menu bar at the top of your screen. It tracks your ten most recently accessed records from these types:

  • Clients
  • Jobs
  • Visits
  • Invoices
  • Items
  • Item Groups
  • Purchase Orders

For each of these records, you can quickly view or edit them with the provided buttons.

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