Once you click a page on the main menu
, the main toolbar is available toward the top of the page and provides users with specific functionality. Think of this toolbar as a list of verbs
- that is, each item on the toolbar is an action you can take based on the record(s) you have selected. Click here
to learn more about each specific action.
Users main toolbars vary based on the Security Roles that SPoCs have provided them, including varying from page to page.