Toolbar
The Toolbar can be displayed at the top (under task bar) or at the bottom of the content area.
Toolbar items
Click:
- Home to go to the Home Page
- Contacts to open the Find Contacts page
- Clients to open the Find Contacts page
- Assignments to open the Find Assignments page
- Employees to open the Find Employees page
- Reporting and Smart Reports to go to the Reporting ad Smart Reports pages
Depending on the licenses and plug-ins you have installed you may see additional icons, such as:
- Suppliers to open the Find Suppliers page
- Campaigns to open the Campaign Management page
- Scan to open the scanner
- Documents to open Documents page
