Settings

Your account and platform preferences

Layout

Choose how the navigation is arranged. It applies across the whole app and is saved to your account.

Tip: you can also switch layout any time from the control in the page header.

Opening records

Choose what happens when you click a record — a sales order, job, customer or inventory item — from a list.

Open records in a new tab

Keeps your list open behind it, so you don't lose your place.