Search, quick create, and top bar tools
The top Hanna bar contains the global search, quick create actions, timers, notifications, and help.
Last updated 20 days ago
Global search and quick create
Enter a fragment of a name, number, or email into the search bar and select a result. The plus button opens the quick create menu; use it to start a Task, Opportunity, Contact, Project, Invoice, or another permitted record. Be sure to fill in the mandatory fields in the form and check the associations.
Timers, notifications, and help
The clock icon displays active timers and a link to time tracking. The number on the bell indicates unread notifications; you can open them or mark them as read. The information menu provides system and table wizards, as well as page-specific help links.
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