Siebel CRM Fundamentals Guide Siebel Innovation Pack 2017, Rev. A E52425-01 |
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A toolbar appears on lists and forms. Table 3-6 describes the typical icons that appear on the toolbar. Your application might contain additional icons or other elements on each list or form toolbar.
Table 3-6 List and Form Toolbar
Button | Button Name | Description |
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Screen Menu |
Click Menu (the cogwheel icon) to access a menu of options that apply to the active form, list, explorer view, or selected record in a list. Using the options in the menu, you can perform actions such as copying, deleting, and advanced sorting. |
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New or Add |
Click New or Add (the plus (+) icon) to create a new record or add an existing record. In a list, clicking New inserts a new row at the start of the list so you can create a record. In a form, clicking New displays a form with empty fields that you can fill in to create a record. Clicking Add opens a list from where you make further selections. |
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New |
Click New (the double plus (++) icon) to create a new record. In a list, clicking New inserts a new row at the start of the list so you can create a record. In a form, clicking New displays a form with empty fields that you can fill in to create a record. |
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Save |
Click Save (the arrow-pointing-to-a-box icon) to save the selected record. |
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Cancel |
Click Cancel (the arrow-pointing-up-and-back icon) to cancel modifications to the selected record. |
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Delete |
Click Delete (the trash can icon) to delete the selected record. |
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Query |
Click Query (the magnifying glass icon) to start a query in a form or list so that you can specify query criteria. For more information about querying, see "Information Query". |