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
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