2.1 Instrument Bar and Icons

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

Starting from the left:

• Homepage: to go to the initial page of the App.
  
• Processes: to display processes underway requiring the attention of the user.
  
• Conversations: to open the module of the same name and reply to users as required (a notification indicates the number of unread conversations).
  
• Messages: to open the messages module and read your e-mail (the number of unread messages is indicated).
  
• Others: to return to the page listing all modules.

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

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

• Settings: for accessing the settings for connecting the App to the Cloud or On Site CRM.

• Exit: to logout from the Wilson for vtenext mobile App.

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:

	Gives access to the list of filters available for the present module
	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:

	Conversations regarding the displayed record
	Notes about the displayed record
	Calendar events involving the displayed record
	Tasks involving the displayed record
	Access to the list of available relations in the displayed record
	Allows modification of the displayed record

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

“Assigned to” field: it is possible to select/display the assignee of the item, in other words the CRM owner User or Group

Text field: for inserting a name, number, information, etc.

Pick-list field (drop-down menu): allows selection of a single value from those in the list

Field for selecting the date

Text Area field: allows, for example, an extended text description