Getting to Know the Global Bar
Understanding the Global Bar and Its Icons
All central functions of the client are permanently available in the Global Bar, so that they can be accessed quickly at any time.
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On the left-hand side are:
- the 🏠 home button, to open the home Dashboard "My Dashboard".
- the 📅 calendar button, to open the calendar.
- the 🔍 search button, to open the field for entering search terms into the ADITO index search.
- the ⭐ favorite button, to open the overview of all important records and Favorites.
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In the middle is the button (dropdown) for the Global Menu.
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On the right-hand side are:
- the ➕ Quick Entry, to open the creation of a new record for various Contexts as quickly as possible.
- the ❔ help button, to open the xRM-Help directly.
- the 🔔 notification button, to view notifications about important events (the number of unread notifications is displayed as a number on the icon).
- the ⚙️ user menu button, to open the User Menu to make individual settings.