The Toolbar contains several groups of buttons to assist you in specific tasks. If you place the cursor over any of the buttons a Tool Tip or definition of that button will be displayed.
The first three button on the left are related to finding and viewing Records. They are, from left to right: Browse All, Name Search (look up by name), Browse Selected.
Cut, Copy, Paste
The next group of three buttons may be used to edit Master Record data. They are, from left to right: Cut, Copy, Paste.
The next two buttons are used to create and produce letters. You will see these buttons in Subfiles and on the Main Menu Bar. They are, from left to right: Word Processor, Mail Merge:
The next group of buttons enables you to quickly add pre-recorded macros to a Master Record or Subfile. They are, from left to right: Add to Quick Entry, Copy Saved Quick Entry into Current File, Quick Entry Manager.
This button enables the Fundraising Screen.
Add New Record, Open, Delete
These three toolbar buttons become available after you have created a Current Selection or when you are in a Browse screen. They are, from left to right: Add New Record, Open Highlighted Record, Delete Highlighted Record.
Master Record Toolbar
This group of buttons becomes available when you open a Master Record Edit screen.
They are, from left to right:
• Add New Record
• Save Changes
• Delete Current Record
• Previous Record
• Next Record
• Make Appointment
• Add To Event NEW!
• Remove From Event NEW!
• RSVP Positive NEW!
• RSVP Negative NEW!
• RSVP Not Sure Yet NEW!
• Links NEW!
When the Master Edit Screen is open, three buttons appear to the left of the Last Name field. These buttons enable you to quickly move among Records in a Current Selection, and list additional information about the open Master Record. They are, from left to right: Previous
Record, Next Record, List Box for Additional Fields.
Note: Previous/Next Record allows you to edit the next Record on the list without first switching to the Current Selection or the Records Browse All screen.
When working within Subfiles, a basic Toolbar appears allowing you to easily edit or add
Subfile entries. They are, from left to right: Save, Add, Delete, Undo.
Additional Subfile Buttons
Additional Subfile buttons will only appear in the following Subfiles:
Contribution and Disbursement Subfile
Summary of Contribution/Disbursement Statistics
Link Current Transaction To Another Record NEW!
Transaction Link Total NEW!
Browse The Master Records for Current Organization
Activate Committee Vote Records Editor
Activate Committee Editor
Remove this Person From The Household