Toolbar Button

Function

Create View

Displays the Create View dialog box.

Connect to Shared Folder

Opens the Connect to Shared Folder dialog. See Connecting to a Shared View Folder for more information.

Service/View Properties

Opens the Service Properties dialog for the selected service (if no view is selected); this dialog displays general information about the service, such as the fields it contains, recent activity and deleted records. Clicking this button opens the View Properties dialog if a view icon is selected in the Service Display Window.

Delete

Deletes the selected view.

Find Items

Displays the Find dialog box. See Using the Find Dialog for details.

Refresh Window

Refreshes the current window, retrieving up-to-the-second data from the database.

Toolbar Button

Function

New Record

Opens a new record in the current service.

Open Record

Opens the selected record.

Delete Record(s)

Deletes the selected record or records.

View Properties

Displays the View Properties dialog box.

Report Wizard

Activates the Report wizard to assist in the creation and printing of reports.

Find Items

Displays the Find dialog box. See Using the Find Dialog for details.

Add Record(s) to List

Open the Aptify List Selection dialog to add records from the displayed view to the selected list. See Adding Records in Bulk from a View for more information.

Export to Excel

Launches the Excel Integration Wizard to export the contents of the view to a Microsoft Excel spreadsheet. See Using the Excel Integration Wizard for details.

Preview

A preview button appears in a view toolbar if the current service supports a list view preview pane. See Using the List View Preview Pane for details.

Refresh View

Reruns the current view and retrieves up-to-the-second data from the database.