In Membrain, there are a number of helpful ways that allow you to minimize data entry and move around Membrain smoothly. Just look out for these handy helpers throughout Membrain:
Hover over pretty much anything to see more information without having to leave the view you are in. Just hover your mouse cursor over the name of a company, contact, sales project, prospect, or activity to see a snapshot of the most important information tied to it.
A history button is available when editing content displaying historical information for that field. The history icon appears on the bottom right corner.
In a number of Membrain views, drop-down lists are used to allow you to select which data you wish to view. Views may be restricted based on permissions granted.
Clicking on any text in bold with a dotted line underneath allows you to make a new selection or edit any information.
A few actions are available for anything in blue text:
Edit the information – hover over the icon until the pen and paper icon appears. Click on the icon to edit.
If you hover over a blue link, in most cases, a smaller window will pop up that gives you a snapshot summary of the most important information
If you click on the blue text, it will take you to a new location.
Right-clicking in many areas of Membrain gives you an additional menu with extra functions available. Just hover your mouse cursor over the name of a company, contact, sales project, prospect, or activity to see the extra functions available.
Example: Contact and Company
If you are using a touch screen, you can use a swipe motion in some areas of Membrain.
For example, Swipe left or right in Membrain Guide to dismiss an alert.
