Working with the Navigation Bar Shortcut Menus
The Navigation Bar shortcut menus enable you to open a list view, create a new record, or when applicable, create a new group. The shortcut menu options available vary depending on the record type.
Note: The Navigation Bar shortcut menu is not available for
What's New, Library, Reports, or Processes.
To open the navigation bar shortcut menu
On the Navigation Bar, right-click , , , , , , or .
| Menu Item | Description |
|---|---|
| Lookup... | Opens the Lookup. |
| New... | Opens the New Contact/Account, New Opportunity, New Lead, Insert New Contract, Insert New Defect, Insert Return, or New Ticket view. |
| Save as Group | Only available in a List view after a Lookup is performed. Creates a new group using the lookup search criteria. |
| Create New Group | Opens the New Group dialog box that allows you to define group criteria. |
To open the shortcut menu for calendar or activities
On the Navigation Bar, right-click or .
| Menu Item | Description |
|---|---|
| Schedule Phone Call | Opens the Schedule Phone Call view. |
| Schedule Meeting | Opens the Schedule Meeting view. |
| Schedule To Do | Opens the Schedule To Do view. |
| Schedule Personal Activity | Opens the Schedule Personal Activity view. |
| Schedule Event | Opens the Schedule Event view. |