General Toolbar
The general toolbar is located below the menu bar and contains buttons that are available from every level and in all views.
You can also right-click on the general toolbar to access a menu containing the available options.
Position the cursor over a button to display the tooltip for this button.
Buttons in the General Toolbar
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Back Navigates to the previous view. This button becomes available once you have navigated at least once within Aurea.CRM win. |
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Forward Navigates to the next view. This button is available if you have used the Back button to navigate back at least once. |
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Refresh Refreshes the data being displayed. |
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Start Level Opens the start level. |
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Parent Level Navigates to the parent level, i.e. to the level displayed in the summary index card, see Summary Index Card. |
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Prints the currently active info area, see Printing. |
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Horizontal In the integrated view, arranges the info areas horizontally, see Integrated View. This button is only active if you have several levels open. |
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Vertical In the integrated view, arranges the info areas vertically. This button is only active if you have several levels open. |
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Message List This button takes you directly to the Message info area, see Reminders and Messages. This button flashes when a new message arrives. This button is only displayed if the Enable Due Messages Popup check box has been enabled under Extras > Other Options. |
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Reminder List This button takes you directly to the Reminders info area, see Reminders and Messages. This button flashes when a new reminder arrives. This button is only displayed if the Enable Due Reminders Popup check box has been enabled under Extras > Other Options. |
Your administrator can add additional buttons (New, Search, Program Calls etc.) to the toolbar, see Configuring the General Toolbar in the Aurea.CRM win Administrator Guide.