The main menu allows for easy searching of all FBO One pages (authorised for the user). All results will highlight and show the relevant menu group it belongs to.
Note: Pressing ‘X’ will clear the search and collapse any open menu headers.
Docking the menu, will always show the menu in all screens for easy searching and page changes. To dock the menu to always show, click the following top right icon (to undock, click once more):
Note: The menu will auto-dock on login for all users.
Current page highlight
The current page open, will show in bold blue text blue background as a highlight.
Recently visited pages
Previously visited pages are saved in the 'Recently Used' menu header to allow quick access to previously open orders/pages. This list will automatically update when visiting pages
Switching between FBO Locations
FBO One allows for multiple locations. Any location, the user has been granted access, will be listed in the main menu under ‘SwitchFBO’. Selecting a location will load the default Operations screen for that location.
Note: Depending on user access ‘Switch FBO’ may not be shown in the main menu.
Creating new records
The Create New Record menu header contains direct links for adding new master data to FBO One, including:
Add Organization - add/edit screen — An organization (like a person) is a contact. The edit screen shows only the fields of a contact that are relevant for an organization.