Task Bar Options

Last modified 01:35, 22 Apr 2017

Overview

As you navigate through the application and perform various tasks the information on the Task Bar changes. Clicking a Toolbar icon displays associated Task Bar options.

Contacts Clients Assignments Campaigns Employees Documents Intranet Reports

Reports

The Task Bar when you click Reports on the Toolbar. Each option includes a drop down list of tasks to choose from:

File:dirname/central/030_Overview/090_Taskbar+Options/020_Task+Bar+Options/menu_reports_task_bar.gif

The Task Bar when your click Employees on the Toolbar:

File:dirname/central/030_Overview/090_Taskbar+Options/020_Task+Bar+Options/menu_emp_task_bar.gif

Assignments

The Task Bar when you click Assignments on the Toolbar:

File:dirname/central/030_Overview/090_Taskbar+Options/020_Task+Bar+Options/menu_ass_task_bar.gif

Clients

The Task Bar when your click Clients on the Toolbar:

File:dirname/central/030_Overview/090_Taskbar+Options/020_Task+Bar+Options/menu_clients_task_bar.gif

Contacts

The Task Bar when you click Contacts on the Toolbar

File:dirname/central/030_Overview/090_Taskbar+Options/020_Task+Bar+Options/menu_contacts_task_bar.gif

The Task Bar changes again when you search for a record and the specific Details page opens. The Task Bar is explained with each Details Page:

Find Contacts or Clients Page

Employee Details page

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