The Actis header bar

The header bar is a fixed element in Actis so remains visible wherever you are in the system.

  • The side bar menu can be expanded and contracted to show just icons or icons and names
  • Quick search: Choose from the drop-down choices for the entity. Click the search button (magnifying glass) for the full list, or type in all or part of a name.
  • Advanced Search: Click the down arrow to start the advanced search
  • Connect to Microsoft Teams: Depends on system configuration so may not appear
  • Workflow Tasks: Depends on system configuration so may not appear
  • Call to Action List: A link to a temporary list created by you of customers you need to do something with
  • Display language: Depends on system configuration so may not appear
  • View As: If you have sub-ordinate employees you can view as them. Choose from the drop down list that appears.
  • Log Out: Always end your Actis sessions by clicking the Log Out button