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Initiatives Header Toolbar

 
Initiatives Header Toolbar
 
 
1

Select Record Dropdown

1. Select Record Dropdown
2

Search Record Button

2. Search Record Button
3

Add Record Button

3. Add Record Button
There are two options for adding Initiative records. Click the down arrow to the right of the icon to open the Add Record submenu and select either:
 
"New" - This option creates a new, empty, Initiative record.
or
"Add From Template" - this option opens the Select Template Project dialog. Click one of the projects to act as a template and then click the OK button. The dialog closes and a new Initiative record appears, with information from the template project copied into it.
 
4

Save Record Button

4. Save Record Button
5

Delete Record Button

5. Delete Record Button
6

Notifications Button

6. Notifications Button
7

Print Button

7. Print Button
8

Copy Record Button

8. Copy Record Button
9

Revise Record Button

9. Revise Record Button
10

Generate Button

10. Generate Button
11

Rate This Record Control

11. Rate This Record Control