Working with the Navigation Bar shortcut menus
The Navigation Bar shortcut menus enable you to access a list view, create a new record, or when applicable, create a new group. The shortcut menu options available vary based on the record type.
Note: The Navigation Bar shortcut menu
is not available for What's New, Library, Reports, or Processes.
To access the Navigation Bar shortcut menu
On the Navigation Bar, right-click , , , , , , or .
| Menu Item | Description |
|---|---|
| Lookup | Dispalys the Lookup. |
| New | Displays 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 | Displays the New Group window that allows you to define group criteria. |
To access the shortcut menu for calendar or activities
On the Navigation Bar, right-click or .
| Menu Item | Description |
|---|---|
| Schedule Phone Call | Displays the Schedule Phone Call view. |
| Schedule Meeting | Displays the Schedule Meeting view. |
| Schedule To Do | Displays the Schedule To Do view. |
| Schedule Personal Activity | Displays the Schedule Personal Activity view. |
| Schedule Event | Displays the Schedule Event view. |