# 2.1 Instrument Bar and Icons

<span style="color: #444444;"><span lang="en-GB">The instrument bar on every page of the App has the following icons.</span></span>

[![image-1657095650554.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/image-1657095650554.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/image-1657095650554.png)

<span style="color: #444444;"><span lang="en-GB">Starting from the left:</span></span>

- <span style="color: #444444;"><span lang="en-GB">**Homepage:**</span></span> <span style="color: #444444;"><span lang="en-GB">to go to the initial page of the App.  
    </span></span>
- <span style="color: #444444;"><span lang="en-GB">**Processes:**</span></span> <span style="color: #444444;"><span lang="en-GB">to display processes underway requiring the attention of the user.  
    </span></span>
- <span style="color: #444444;"><span lang="en-GB">**Conversations:** </span></span><span style="color: #444444;"><span lang="en-GB">to open the module of the same name and reply to users as required (a notification indicates the number of unread conversations).  
    </span></span>
- <span style="color: #444444;"><span lang="en-GB">**Messages:** </span></span><span style="color: #444444;"><span lang="en-GB">to open the messages module and read your e-mail (the number of unread messages is indicated).  
    </span></span>
- <span style="color: #444444;"><span lang="en-GB">**Others:**</span></span> <span style="color: #444444;"><span lang="en-GB">to return to the page listing all modules.</span></span>

<span style="color: #444444;"><span lang="en-GB">Each module also includes a search field and the </span></span><span style="color: #444444;"><span lang="en-GB">+</span></span><span style="color: #444444;"><span lang="en-GB"> button to add a new record in the current module</span></span><span style="color: #444444;"><span lang="en-GB">.</span></span>

[![image-1657181186381.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/image-1657181186381.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/image-1657181186381.png)

<span style="color: #444444;"><span lang="en-GB">Entering a module you might see the following icons at the top alongside the logo</span></span> <span style="color: #444444;"><span lang="en-GB">(starting from the left):</span></span>

[![image-1657180360305.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/image-1657180360305.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/image-1657180360305.png)

- <span style="color: #444444;"><span lang="en-GB">**Settings:** </span></span><span style="color: #444444;"><span lang="en-GB">for accessing the settings for connecting the App to the Cloud</span></span> <span style="color: #444444;"><span lang="en-GB">or On</span></span> <span style="color: #444444;"><span lang="en-GB">Site CRM.</span></span>
- <span style="color: #444444;"><span lang="en-GB">**Exit:**</span></span> <span style="color: #444444;"><span lang="en-GB">to logout</span></span><span style="color: #444444;"><span lang="en-GB"> from the</span></span><span style="color: #444444;"><span lang="en-GB"> Wilson</span></span> <span style="color: #444444;"><span lang="en-GB">for</span></span> <span style="color: #444444;"><span lang="en-GB">vtenext mobile</span></span> <span style="color: #444444;"><span lang="en-GB">App.</span></span>

<span style="color: #444444;"><span lang="en-GB">In the list display mode,</span></span> <span style="color: #444444;"><span lang="en-GB">or when viewing the list of records within a module,</span></span><span style="color: #444444;"><span lang="en-GB"> there are other icons to help navigate and use the </span></span><span style="color: #444444;"><span lang="en-GB">App:</span></span>

<table border="1" id="bkmrk-nella-%E2%80%9Cvista-per-l" style="border-collapse: collapse; width: 100%; height: 316px;"><tbody><tr style="height: 60px;"><td style="width: 16.7901%; height: 60px;">[![2.1 [3].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/scaled-1680-/2-1-3.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/2-1-3.PNG)</td><td class="align-left" style="width: 83.2099%; vertical-align: middle; height: 60px;">Gives access to the list of filters available for the present module</td></tr><tr style="height: 59px;"><td class="align-center" style="width: 16.7901%; height: 59px;">[![image-1657181257020.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/image-1657181257020.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/image-1657181257020.png)

</td><td class="align-left" style="width: 83.2099%; height: 59px; vertical-align: middle;">Allows creation of a new record within the module</td></tr></tbody></table>

<span style="color: #444444;"><span lang="en-GB">Inside each card (Company,</span></span> <span style="color: #444444;"><span lang="en-GB">Contact,</span></span> <span style="color: #444444;"><span lang="en-GB">Lead,</span></span> <span style="color: #444444;"><span lang="en-GB">etc.)</span></span> <span style="color: #444444;"><span lang="en-GB">there is a series of icons that enable different actions:</span></span>

<table border="1" id="bkmrk-pulsante-presente-pe" style="border-collapse: collapse; width: 100%;"><tbody><tr><td class="align-center" style="width: 19.2593%; vertical-align: middle;">[![image-1655715688557.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/scaled-1680-/image-1655715688557.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/image-1655715688557.png)

</td><td class="align-left" style="width: 91.7283%; vertical-align: middle;">Conversations regarding the displayed record</td></tr><tr><td class="align-center" style="width: 19.2593%; vertical-align: middle;">[![image-1655715742070.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/scaled-1680-/image-1655715742070.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/image-1655715742070.png)

</td><td class="align-left" style="width: 91.7283%; vertical-align: middle;">Notes about the displayed record</td></tr><tr><td class="align-center" style="width: 19.2593%; vertical-align: middle;">[![image-1655715757376.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/scaled-1680-/image-1655715757376.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/image-1655715757376.png)

</td><td class="align-left" style="width: 91.7283%; vertical-align: middle;">Calendar events involving the displayed record</td></tr><tr><td class="align-center" style="width: 19.2593%; vertical-align: middle;">[![image-1655715776765.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/scaled-1680-/image-1655715776765.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/image-1655715776765.png)

</td><td class="align-left" style="width: 91.7283%; vertical-align: middle;">Tasks involving the displayed record</td></tr><tr><td class="align-center" style="width: 19.2593%; vertical-align: middle;">[![2.1 [5].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/scaled-1680-/2-1-5.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/2-1-5.PNG)</td><td class="align-left" style="width: 91.7283%; vertical-align: middle;">Access to the list of available relations in the displayed record

[![image-1657182106091.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/image-1657182106091.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/image-1657182106091.png)

</td></tr><tr><td class="align-center" style="width: 19.2593%; vertical-align: middle;">[![image-1657181625809.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/image-1657181625809.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/image-1657181625809.png)

</td><td style="width: 91.7283%; vertical-align: middle;">Allows modification of the displayed record</td></tr></tbody></table>

<span style="color: #444444;"><span lang="en-GB">The cards contain a number of fields that function as follows:</span></span>

[![image-1657181797918.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/image-1657181797918.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/image-1657181797918.png) [![image-1655716570154.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/scaled-1680-/image-1655716570154.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-06/image-1655716570154.png)

<span style="color: #444444;">“<span style="font-size: small;"><span style="font-family: Verdana, serif;"><span lang="en-GB">***Assigned to”*** </span></span></span><span style="font-family: Verdana, serif;"><span style="font-size: small;"><span lang="en-GB">*field*</span></span></span><span style="font-size: small;"><span lang="en-GB">*:*</span></span> <span style="font-size: small;"><span lang="en-GB">*it is possible to select/display the assignee of the item, in other words the CRM owner* </span></span><span style="font-family: Verdana, serif;"><span style="font-size: small;"><span lang="en-GB">***User or Group***</span></span></span> </span>

[![image-1657181981808.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/image-1657181981808.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/image-1657181981808.png)

<span style="font-size: small;"><span style="color: #444444;"><span lang="en-GB">*Text field:*</span></span> <span style="color: #444444;"><span lang="en-GB">*for inserting a name,*</span></span> <span style="color: #444444;"><span lang="en-GB">*number,*</span></span><span style="color: #444444;"><span lang="en-GB"> *information*</span></span><span style="color: #444444;"><span lang="en-GB">*,*</span></span> <span style="color: #444444;"><span lang="en-GB">*etc.*</span></span></span>

[![image-1657182304360.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/image-1657182304360.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/image-1657182304360.png)

<span style="font-size: small;"><span style="color: #444444;"><span lang="en-GB">*Pick-list*</span></span><span style="color: #444444;"><span lang="en-GB"> *field* </span></span><span style="color: #444444;"><span lang="en-GB">*(drop-down menu):*</span></span> <span style="color: #444444;"><span lang="en-GB">*allows selection of a single value from those in the list*</span></span></span>

[![image-1657182548882.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/image-1657182548882.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/image-1657182548882.png)

<span style="font-size: small;"><span style="color: #444444;"><span lang="en-GB">*Field for selecting the date* </span></span></span>

[![image-1657182507478.png](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/image-1657182507478.png)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/image-1657182507478.png)

<span style="font-size: small;"><span style="color: #444444;"><span lang="en-GB">*Text*</span></span> <span style="color: #444444;"><span lang="en-GB">*Area*</span></span><span style="color: #444444;"><span lang="en-GB"> *field*</span></span><span style="color: #444444;"><span lang="en-GB">*:*</span></span><span style="color: #444444;"><span lang="en-GB"> *allows, for example, an extended text description* </span></span></span>