Common Elements found on screens

Here we describe some of the common elements found on most screens:

We have a few areas highlighted on this screen:
- Go To this is a drop down of other contacts, so you can easily jump from one contact to another by just selecting the contact you want to jump to (typing into a drop down box will help you quickly find the item if the list is long)

- Save and New will save the current record and start a new record

- Save and Close will save the current record and close the record (going back to the list screen)

- Tabs many screens use tabs to help show more information than can fit on one screen. Certain tabs might show related records in a list (such as "Activities", "opportunities", "Donations" and Pledges) on this screen. Other tabs might show other information.

- Buttons with Pencil image
There are two types of these buttons:
- a pencil by itself (such as above for "Status") will allow you to edit the drop down choices
- a pencil with a + sign (such as above for "Company") will allow you to create a new record
Example: you are adding a new contact and you want to add a new company so you can link that contact with the newly entered company.
Example: you are entering a new donation and you need to also enter the new contact that gave the donation.

- Close "X" button you can always close a record by clicking on the close button. Changes will still be saved (as long as you have at least the required fields for creating a new record).