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Home > Project Management > Toolbar and Menus > Main Toolbar

Main Toolbar

Each custom view has a toolbar at the top of the list. Using this toolbar you can acccess features and options.

New      Access the New function
Edit Access the Edit function
Delete Access the Delete function
Color Access the Color Rules
Documents Create documents and emails using MS Word or ACT! templates
Queries Access query and filter functions
Columns Access column sets and set builder functions
Lookup Goes to the parent attached to this entry
Find Opens the Intelli-Find window
A-Z (Sort) Opens the Sort options window
Group Opens the Group By options window
Plus/Minus (+ - ) Expands or Collapses the rows (Used with the 'Group By' option)
Options Access user options e.g. Modes and Appearences
Refresh Refresh the list by re-querying the ACT! database.
Excel Export the current list to MS Excel
Print Open the Print Dialog window
Help Accesses Help and About windows.

See also