There are several ways to navigate the Presidio system:

Module Buttons: The Left Margin will include a list of buttons that correspond to the modules you have licensed.  All users will have a CRM button on the bottom of the list providing single-click access to the CRM system.

Toolbar: Many module screens will include the following toolbar:

Toolbar
The Toolbar is an efficient way to perform many common functions.  Here is a list of the Toolbar functions:
  1. New Record (estimate, job, PO, customer, etc.)
  2. Save Record
  3. Close Record
  4. Find Records
  5. First Record (uses the List to determine items and sequence)
  6. Previous Record (uses the List to determine items and sequence)
  7. Next Record (uses the List to determine items and sequence)
  8. Last Record (uses the List to determine items and sequence)
  9. Delete Record
  10. View List (of estimates, jobs, POs, etc.)

Menu Items
Here is a description of the common menu items:
  • File: Can be used to create a new record (estimate, job, PO, etc.), close a record, save a record or "Save As" (copy) a record.  The menu will apply to the module currently on the screen.
  • Edit: Delete, Find and navigation options
  • Actions: Module specific functions, this menu is available as necessary.
  • Reports: Module specific report access
  • Tools: Access to the Tools menu.
  • Application: Lists all open screens to provide fast access.
  • Help: Access to documentation and support information