This article will focus on:
As you move through different areas of Arthur, you will notice different options available in different areas of the system. A key tip is – wherever you see a drop down arrow, or a more button, you can do extra things!
Index pages are the first pages you see when you select an option from the main menu on the left hand side. To complete actions for records, on any index page, you can use the drop down against a record to complete actions for said record
Record cards are available when you click into a record from the Index Screen.
This is the main menu available within records such as tasks
This is related the relationship of this card. For example a tenancy related task will contain the tenancy menu. Therefore, when you are working within a task you carry out any elements of that task including adding directly to the tenancy without leaving the screen.
Our support staff are ready to help with any technical issues.
To get in touch please use our online chat below