Action Bar

Action Bar is the area where most of the actions for a particular module are defined. It consists of the following sections:
- Logo. This logo can be changed by the administrator. Because 'refresh' button in your's browser will refresh whole Epesi, this is button which refresh actual page inside Epesi. 

- Action Bar - See section about Action Bar below.

- Global Search and Filter box. Here there are the following elements:

- indicator showing user logged on.

- Button to logout from the application. Normally you can just close the browser. If you click on Logout button the cookie stored by your browser will be deleted and opening the application next time will require the user to login again by providing username and password. It removes the cookie stored by "Remember me" option from the login screen. Logout button should be used when using a public computer to prevent someone else from accessing your data.

- This is a global search option. The search engine will try to find a word or a phrase in all records: Contacts, Companies, Notes, etc.

- CRM Filter. Some modules use this feature to filter records that belong to a particular user. When it is gray it means that it is inactive. Please see the section about CRM Filters for more details.

Action Bar

Action Bar is an area where the module displays buttons to perform different operations, like editing, saving, deleting or creating new records, accessing different modules, etc. As in any database application a user can perform the following basic functions on records (called CRUD):


We enhanced this functionality by adding ability to Clone the record and preserving entire editing history, plus as we noted earlier - no record is permanently deleted and can be restored at any time by administrator.


The Action Bar changes depending on the module you are in. This action bar shown above is a default one for a Dashboard. Two buttons are the same in every module however:

- Home button. Opens your home page.

- Launchpad button. Opens Launchpad which is a quick way to open a particular module. See the section below for a detailed description.