--- title: "Menus and Icons" slug: "menus-and-icons" updated: 2026-07-14T14:38:22Z published: 2026-07-14T14:38:22Z canonical: "help.idibilling.com/menus-and-icons" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # Menus and Icons #### Customer Care Application Menu The Application menu bar provides the following selections: **(More)** | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77132.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | **CUSTOMER CARE** displays the OmniSearch page where you can search on an Account, Adjustment, Cart, Follow Up, Journal, Order, Payment, Service Address, or Workflow. | | --- | --- | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77133.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | **APPS** displays icons of the modules that you have permission to access. | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83523.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | **NEW** opens the New Customer page for adding a new customer account. | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77809.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | **SEARCH** displays the OmniSearch page where you can search on an Account, Adjustment, Cart, Follow Up, Journal, Order, Payment, Service Address, or Workflow . . | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77810.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | **ACCOUNTS** lets you view Bookmarked and Recent accounts. | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77811.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | **MANAGE** provides access to setup pages for Service Addresses, Global Settings, Customer Care Settings, Quicklinks, Order Detail View and Usage View. | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77812.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | HELP opens E-Support where you can find the Customer Care User Guide (**Resources** > **Help Resources**). | #### Customer (Account) Menu When a specific customer account is open, the Customer menu bar is available from all pages related to that specific account. You can choose to use one of two different menu views. - The default view is a static presentation under the customer. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/84924.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) - As an option you can use the hidden multi-colored drop down view. When this view is selected you click the down arrow next to the customer's name to display the menus. **(More)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/81911.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | ACCOUNT | Clicking ACCOUNT takes you to the Account Detail page. Clicking the ACCOUNT drop down arrow gives you these navigation options: - Account Details - same as clicking ACCOUNT - Contacts - The Customer Summary shows the Primary Customer Contact. This option displays additional contacts on the account (if any) and provides the ability to add/edit contacts. - Corporate Account - Only applicable if the account has a corporate structure - Communications - The Customer Summary InfoPanel provides a quick view of E-mail and lets you send a new email. This option displays the Communications page with full functionality related to emails. - Follow-Ups - The Customer Summary InfoPanel provides a quick view of Follow-ups. This option displays all Follow-ups on the account and provides the ability to add/edit, read associated journals, and view/attach documents. - Journals - The Customer Summary InfoPanel provides a quick view of Journals. This option displays all Journals on the account and provides the ability to add/edit/move/delete, and view/attach documents. - Notifications - This displays a page with read-only access to notifications created via CostGuard Client. - Installment Plans - This displays a page for managing Installment Plans. | | --- | --- | | BILLING | Clicking BILLING takes you to the Invoice History. Clicking the BILLING drop down arrow gives you these navigation options: - Balances - The Customer Summary shows current, total, and past due balances. This option provides a complete history of Account, Deposit, Store Credit, and Reward Point balances, and provides the ability to add payments and adjustments. - Deposits - E-Pay Accounts - E-Pay Transactions - Inserts & Messages (requires CostGuard version 16.2 or higher) - Invoices - same as clicking BILLING - Usage - Usage Balance - This displays the Usage Balance page which provides usage, balance and overage information for each discount category and grant discount associated to a service, within a given bill period. | | SERVICES AND FEATURES | Clicking SERVICES AND FEATURES takes you to a page with full functionality for viewing and managing Services and Features. Clicking the SERVICES AND FEATURES drop down menu gives you these navigation options: - Services - Service Addresses - Change Parent Service - Usage Notification Settings | | ORDERS | Clicking ORDERS takes you to the Order History page. This button has no drop down options. | | DOCUMENTS | Clicking DOCUMENTS takes you to the Documents page. This button has no drop down options. | When you navigate away from the Customer Summary page, you can click the Customer Name to return to that page. **(Show Picture)** ![Return to account Summary](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78487.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) To toggle the navigation menu setting, choose **MANAGE** > **Settings** and then click the associated Edit (pencil) icon to change the **Use Updated Customer Navigation** setting. This setting is enabled (checked) by default to show the static view. #### Account Summary InfoCenter The InfoCenter on the Account Summary page gives you quick access to alerts, notifications, journals, follow-ups, tickets, workflows and emails. **(More)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83528.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) The number of items (for example 6 journals) is indicated next to the associated icon as applicable. Hovering over an icon displays the textual label. The textual label is also displayed when the tab is selected. | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/81815.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | Alerts | | --- | --- | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/81816.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | Journals | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/81817.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | Follow-ups | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/81818.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | Tickets | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/81819.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | Workflow | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/81820.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | Communications (Emails) Note: This tab is only available when Communications is configured via the Communications web module. | #### Account Summary Action Icons The upper right area above the InfoCenter contains Action Icons. **(More)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83531.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82022.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | Edit Account | | --- | --- | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82023.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | Documentation Storage (Only available if this functionality is enabled in your system) | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82024.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | Verify CPNI information | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82025.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | Bookmark this account | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82026.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | Unbookmark this account | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83540.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | Open the Audit Log | The Verify CPNI and Bookmark/Unbookmark icons are available on all Account pages (Balance, Communications, Services and Features, and so on). The Edit and Documentation icons in the gray banner are only available on the Customer Summary page. #### Collections Icons The icons on the Collections page, differ depending on whether the customer is in or out of collections. **(More)** | **Not In Collections** | Make Collections Exempt | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83534.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | | --- | --- | --- | | Send to Collections | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83535.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | | **In Collections** | Remove From Collections | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83536.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | | Re-Export Letter | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83538.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | | Close Payment Plan | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83537.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | #### Common Web Application Icons The following icons are common across all web applications. **(More)** | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/69918.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | The user name options let you Log Out or access Security to manage your user account. **(More)** Using CostGuard's Security Web module, you can edit your personal information and change your password. **(Show picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70083.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) To manage your account: 1. Select **My Account** from your user name drop-down. 2. Click **Change Password** to open the change password dialog and enter the required information. 3. Click **Save**. 4. Click the edit button to change your First Name, Last Name, Email address and Description. 5. Click **Save**. | | --- | --- | | Environment Name | Your current environment name is displayed next to your login name. ***Non-production environments are displayed with red text.*** Hover over the name to see whether it is a production environment or not. Click to select a different environment. | | ![ExpandButtonDownArrow](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/75074.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | ***Expand:*** Displays additional information about an item. > [!NOTE] > Note > > In a list of items, you may need to hover on a row to display this button. ***Descending Order***: In a column header, sorts the column in descending order (based on the type of column: alphabetically, numerically, date). | | ![CollapseButtonUpArrow](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/75077.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | ***Collapse***: Hides additional information about an item. > [!NOTE] > Note > > In a list of items, you may need to hover on a row to display this button. ***Ascending Order***: In a column header, sorts the column in ascending order (based on the type of column: alphabetically, numerically, date). | | ![SubMenuButton](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/75196.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | Indicates a sub menu. | | ![EditButton2015](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/75178.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | Lets you edit fields. | | ![AddButton](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/75120.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) ![NewButton2015](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/75197.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | Lets you add a new item. | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77125.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | Lets you edit an item. | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77129.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | Lets you search for an item. | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77126.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | Lets you attach documents. | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77130.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | Lets you save an item. | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77131.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | Lets you delete an item. | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83522.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | Lets you apply a filter to a list of items | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77127.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | Lets you add a new Order. | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77128.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | Lets you start a Workflow. | | ![icoMousePointerFinger](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/68713.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) | Cursor displayed when the underlying item is a link or toggle. ***Hint***: Move your mouse pointer over text and graphics; if the pointer changes to a pointing finger, click! | | Entering search text | Text boxes in Search dialogs include implied wildcards at the beginning and end of the text. | | Asterisked field labels | Indicates a required field. ***(If you try to Save without required information, the fields are highlighted and must be corrected before continuing.)*** | | List page navigation | When a list of items spans more than one screen load, you can jump to different pages using the page navigation bar at the bottom of the list. Click on a page number to move to that page. Hover over a double arrow to scroll through the page numbers. ![ListPageNavigation2015](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/75198.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A57Z&se=2026-11-14T11%3A41%3A57Z&sr=c&sp=r&sig=xSTlrTpjxfvwkd71lBqEF5pyf9%2BRYvZyqISrifpeQVw%3D) |