2. Instruments

2.1 Instrument Bar and Icons

The instrument bar on every page of the App has the following icons.

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Starting from the left:

Each module also includes a search field and the + button to add a new record in the current module.

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Entering a module you might see the following icons at the top alongside the logo (starting from the left):

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In the list display mode, or when viewing the list of records within a module, there are other icons to help navigate and use the App:

2.1 [3].PNG Gives access to the list of filters available for the present module

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Allows creation of a new record within the module

Inside each card (Company, Contact, Lead, etc.) there is a series of icons that enable different actions:

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Conversations regarding the displayed record

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Notes about the displayed record

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Calendar events involving the displayed record

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Tasks involving the displayed record
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Access to the list of available relations in the displayed record

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Allows modification of the displayed record

The cards contain a number of fields that function as follows:

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