Task Bar Options
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.
Depends up on licenses and plug-ins installed, the Toolbar will show all or some of the options below:
Clients
When you click Clients on the Toolbar, depends up on licenses and plug-ins installed, the Task Bar under menu Tasks will show all or some of the options below:
Contacts
When you click Contacts on the Toolbar, depends up on licenses and plug-ins installed, the Task Bar under menu Tasks will show all or some of the options below:
Assignments
When you click Assignments on the Toolbar, depends up on licenses and plug-ins installed, the Task Bar under menu Tasks will show all or some of the options below:
Employees
When you click Employees on the Toolbar, depends up on licenses and plug-ins installed, the Task Bar under menu Tasks will show all or some of the options below:
Smart Reports
When you click Smart Reports on the Toolbar, the Task Bar under menu Tasks will the options below:
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.