Toolbars - ImpactV7

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Toolbars

Each view has a toolbar at the top of the list. Using this toolbar you can access features and options.

Custom Tables List View

Detail shows the detail view of the custom table record.
Split show a mix of detail view and list view.
List shows the list view of the custom table.
Navigation shows the highlighted record.
New will create a new entry.
Edit will edit the currently selected record.
Save will save the currently selected record.
Word Document create a Microsoft Word document.
Export to Excel export the list view to Microsoft Excel.
Print send the list to the printer.
Change the column quickly change the columns by selecting a set from the drop down.
Columns will let you alter column sets
Headers will give options to add a pivot or chart, set a filter, enable/disable tag mode, find and group.
Options open the options window, more information here.
Help open the help file.

Custom Tables Tab View

New will create a new entry.
Edit will edit the currently selected record.
Save will save the currently selected record.
Word Document create a Microsoft Word document.
Export to Excel export the list view to Microsoft Excel.
Import from Excel import to the list, more information here.
Print send the list to the printer.
Change the column quickly change the columns by selecting a set from the drop down.
Headers will give options to add a pivot or chart, set a filter, enable/disable tag mode, find and group.
Options open the options window, more information here.
Help open the help file.

Calendar

New will create a new activity.
Edit will edit the currently selected activity.
Save will save the currently selected activity.
Word Document create a Microsoft Word document.
Export to Excel export the list view to Microsoft Excel.
Print send the list to the printer.
Color will open the color rules panel, more information here.
Fields will open a window to add fields to be shown on the calendar, more information here.
The plus and minus buttons will change the time range
Time line will switch the view to a time line view
Options open the options window, more information here.
The refresh button will display the latest information from the calendar.
Help open the help file.

Task

Other ACT views

New will create a new entry.
Edit will edit the currently selected record.
Save will save the currently selected record.
Word Document create a Microsoft Word document.
Export to Excel export the list view to Microsoft Excel.
Print send the list to the printer.
Change the column quickly change the columns by selecting a set from the drop down.
Columns will let you alter column sets
Headers will give options to add a pivot or chart, set a filter, enable/disable tag mode, find and group.
Options open the options window, more information here.
Help open the help file.