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Right-Click Actions on One Member

Published 27 February 2026, Updated 28 February 2026

Right-clicking a member row opens a full action menu. This is the fastest way to launch targeted operations without leaving the list.

Full right-click menu on one member row

Profile and training actions

Common actions include:

  • view member details
  • open full profile
  • print profile summary
  • scheduler
  • flight records
  • week calendar
  • courses
  • all no-shows (if enabled)
  • CBTA training
  • print/export scores
Right-click Trainings submenu expanded

Communication actions

From one member row, you can:

  • send an email using system mail
  • open your external mail client
  • send internal message
  • send internal blind-copy message
  • send SMS
  • start call on compatible devices (phone/cell)
Right-click Communication submenu expanded

Status and access actions

Depending on permissions and selected profile state, you can:

  • set member inactive / active
  • reset access
  • remove brute-force lock

These actions generally require confirmation.

Right-click Status submenu with active/inactive and access actions

Notes and competency shortcuts

You can create a quick note directly from the menu or open the full note editor. You can also add competencies from context shortcuts.

Add a competency dialog box
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