Forms
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Last updated
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Bunny's data forms all follow the same principles. Tabs are always located at the top of the form and along with Save, the action menu and the previous/next arrows.
All forms have a ... menu next to save where you can find Delete and Events.
On some forms, embedded tables open up their form in a drawer for quick access without losing the current context. One example of that is editing a contact on an account.
Instead of clicking the Save button with the mouse, you can use Cmd+Enter on Mac and Ctrl+Enter on Windows to save changes. And you can use Esc to back out of any form, drawer or modal.
Some types of records, such as products, plans, price lists and quotes, allow you to create a duplicate, which can be great time saver. Other record types have a multiple of extra options, such as , where you can void, write off, download PDF, reissue etc.
