Navigating the toolbar
The toolbar, positioned in the top-right corner of the screen, contains a set of tools designed to support navigation and common actions. Each button serves a specific purpose to help streamline daily tasks. Below is an overview of their functions:
1. Shortcut button
A large blue plus (+) button provides quick access to key functions
2. Notifications
Displays alerts related to opportunities and warnings.
3. Announcements
Shows information about system updates and important messages.
4. Notes
Open the note editor to view or create a new note instantly.
5. Support Portal
Access help articles and guides explaining system functions and common tasks.
6. Send Feedback or Report a Bug
Report a bug or share feedback directly with the support team.
7. Settings
Manage personal preferences and account-related options.
8. Sign Out
Securely log out of the system.
9. Collapse Menu
Collapse the main side menu to create more space on the screen.