Each of the individual record windows display a toolbar across the top.
Toolbar Buttons | Function |
|---|---|
| Click to add a new record. |
| Click to edit a record. |
| Click to delete a record. |
| Click to display the Actions menu. |
| Click to preview the List report before printing. |
| Click to print the List report. This report contains the sorted or filtered records and their customized fields. |
| Click to save the List report as an extract file. You can save the file as either a webpage (.htm, .html), text file (.txt), or comma delimited file (.csv). |
| Click to view the picture associated with a record. |
| Click to send an email to the individual. This option opens your email program and enters the individual's primary email address in the To field. |
| Click to filter by the selected field. |
| Click to filter by multiple selected fields. |
| Click to remove or clear the filter from the List window. |
| Click to save the current view of the List window. |
| Click to open a saved view of the List window. |
| Click to display the personal information for a selected record. Click again to return the display to normal. |
| Click to update or refresh the current window. |
| Displays the number of records in the List window. |
Overview
Content Tools
