The menubar provides the following functionalities:

1. Quicksearch - search for persons by entering the initial letter of botjh first and last name. Please check out the chapter on quicksearch in the manual on advanced search.
2. Contact details - opens the detailed view on contact data. You can also open the details by pushing the "Contact details"-button on the upper right.
3. Adds the record to your personal selection  in the client hierarchy.
4. Reloads the results of the previous search if you switch back from List, Memos or Contacthistories
5. Letter draft - relevant for serial letters
6. Files - relevant for serial letters
7. Memos - displays an overview on the person's memos. It is also possible to create and modify memos and convert them into tasks or appointments.
8. Contacthistory Person - displays all appointments the person took part at
9. Contacthistory Company - displays all appointments the company took part at
10. Search - starts the search with the entered criteria
11. Clear - removes the person's data from the form while the company's data are still displayed in the fields.
12. Clear all - removes both the person's and the company's data from the form.
13. vCard - creates a vCard with the person's contact data. The file can be downloaded and opened in Outlook.
14. Save - saves the record.

In Contact management you can edit company data and the data of persons. Please check out the manual on contact management for more detailed information.

The Appointment schedule provides the possibility of creating and modifying appointments. Additionally you can create reports and documents for the appointments. Please check out the manual on appointments for further information.

The CRM-homepage provides an overview of the latest appointments, memos and system messages.

The Roadmap is a tool for forecasts on sales area-level.

In this menu you can open and edit client data in master data view. Please check out the manual on clients for further information.

Mailinglists bundle persons with the same or similar characteristics for e-mail dispatch. Please check out the manual on mailinglists for more detailed information.

With the Mailinglist-tool you can maintain the mailinglists. Please check out the manual on mailinglists for more detailed information.

Segments group clients with the same or similar characteristics regarding their purchasing behavior. Please have a look at the manual on masterdata view of segments for more detailed information.

You can personalize the CRM-Cockpit and several CRM-functionality in the CRM-settings.