OptionTermUse
Add to Person FavoritesAdd person records to your favorites.
Add to Form FavoritesAdd form to your favorites.
Name Card or Context AreaIndividual record that contains information about a person or organization.
Name Card Selector & Results PanelChoose from multiple person records. Open, remove, or add the person to favorites by selecting them from the Results panel. The active card is labeled Active.
Name Card ScrollersScrolls between person cards.
Context Area Close Out ButtonCloses out of the currently selected context card or all cards.
Context Area Help ButtonProvides help information for the context area.
General Help ButtonProvides general, process, and field help. Quick Tour and Keyboard Shortcuts are found here too.
Push Pin Context ButtonKeeps records in Context or Auto-closes records.
Form SearchSearch for Colleague forms. Search by mnemonic or keywords in the form title.
Person SearchSearch for person records. Search for person records by name, ID, etc.
Print FormPrint the current form to a local or network printer.
Search Results Panel (Card View)Search results that display in card form.
Search Results Panel (Grid View)Search results that display in sortable rows and columns.
Zoom Slider BarChange the scale of all or current forms.
Window Controller BarDisplays when a field can store multiple values. Able to move anywhere on the screen.