Window management

Created by Sara Flodin, Modified on Wed, 07 Feb 2024 at 05:23 PM by Sara Flodin

Sometimes you may want to view multiple windows side-by-side to be more efficient. You may want to compare two deals or view information from a report together with detailed information on a deal.

Here's how you do this:

  1. Click and drag a tab to display the window options. Drag the tab to the option you wish and release.

  2. You can also resize the windows by dragging the divider between the different windows.

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