Toolbar

Quick Access To Common Functions

The toolbar provides a quick way for you to access some of the more common functions in Project Notes.

Image

Icon Description
Image Navigate back in the page history.
Image Navigate forward in the page history.
Image Open the highlighted list item.
Image Add a new item in the list.
Image Copy the highlighted list item. Fields that must be unique in the list will have a unique value appended in the copied value.
Image Delete the highlighted item. Items that have related project data, can not be deleted until the related project information is deleted or the relationship is changed.
Image View the Plugins Settings window.
Image Navigate to the Projects List Page.
Image Navigate to the People List Page.
Image Navigate to the Client List Page.
Image Navigate to the Master Item List Page.
Image View the Filter Tool.
Image Navigate to the Search Page.
Image View the Preferences window.
Image Undo recent changes. Only applicable for meeting notes.
Image Redo recent changes. Only applicable for meeting notes.
Image Copy selected text. Only applicable for meeting notes.
Image Cut selected text. Only applicable for meeting notes.
Image Paste text from the clipboard. Only applicable for meeting notes.
Image Toggle selected text to and from bold. Only applicable for meeting notes.
Image Toggle selected text to and from italic. Only applicable for meeting notes.
Image Toggle selected text to and from underline. Only applicable for meeting notes.
Image Left align selected text. Only applicable for meeting notes.
Image Center selected text. Only applicable for meeting notes.
Image Right align selected text. Only applicable for meeting notes.
Image Justify selected text. Only applicable for meeting notes.
Image Indent selected text. Only applicable for meeting notes.
Image Un-indent selected text. Only applicable for meeting notes.
Image View a color selector for the selected text. Only applicable for meeting notes.
Image Select the text format for the selected text. Only applicable for meeting notes.
Image Select the font for the selected text. Only applicable for meeting notes.
Image Select the font size for the selected text. Only applicable for meeting notes.


The Quick Search box is located on the right end of the toolbar. As you type, it instantly filters the rows displayed in the current list page — no need to press Enter. The filter is applied to all visible columns.

Quick Search is available on any page that displays a list, such as the Project List, People List, Client List, Notes Page, and Item Tracker Page. The search is cleared automatically when you navigate away from the current page.

To use Quick Search:

  1. Type text in the Search… box on the right side of the toolbar.
  2. The current list filters in real time to show only rows that contain the entered text.
  3. Clear the box (or use the × button) to remove the filter.

Tip: Quick Search filters the current view only. To search across all data in the database, use the Search Page instead.