Toolbar

The toolbar appears when a work item is open and is located at the bottom of the screen. It provides several options related to the record or work item you are viewing. For instance, whenever you need to save an work item, you click Save on the toolbar.

The following table lists the toolbar buttons and their associated functions.

(Please rotate device to view content.)

Button	Name	Function
	New	Creates a new record of the type currently open in the application. The program searches the database for any duplicate records prior to creating the record.
	Save	Saves all changes made to the open record. This button is only enabled when there are pending changes in the open record.
	Search	Initiates a search for a new record of the type currently open in the application.
	Refresh	Refreshes the open record by reloading it and reverting back to previously saved changes. In many cases, the refresh button will only be active once a record has been saved.
	Delete	Deletes the record in focus.
	Record Navigation	Navigates through available records as desired or opens the record in list view.
	Pin	Pins an individual record or creates a shortcut to the form that is in focus. Pins and shortcuts appear in the Home hub until manually removed.
	Tasks	Opens or closes the tasks tray for the record in focus.
	Attachments	Opens or closes the attachment tray for the record in focus. An attached number indicates the number of attachments for the current record.
	Notes	Opens or closes the notes tray for the record in focus. An attached number indicates the number of notes in the current record.
	More	Opens a menu of file management and security options that apply only to the record in focus.