Purpose

This article aims to help guide users through a basic overview of common icons and locations of modules for easy navigation in TRUE.

Main Header Bar

The main header bar is found at the top of the solution and will display the following icons on most screens:.

Hamburger Icon	Select this icon to view the main menu on the left screen of the solution. This will display all of the current workflows available to you.
Messages Icon	Select this icon to view the Messages module.
Reminders Icon	This icon will show the personal Reminders list for individual users.
Alerts Icon	This icon will show the personal Alerts list for individual users.
Lightning bolt	This is the quick action icon that shows commonly used modules for quick access.
Gear icon	The Company Preferences, User Preferences, Users & Access, and a variety of other settings required will be located under this icon. Some modules under the Gear icon are password protected and will prompt the user for their password for access.
Navigation arrows	Use these arrows to navigate back and forth between modules and screens much like how browser navigation arrows work. Use these arrows instead of the browser back buttons to navigate back or forward to the last used screen.
Question mark icon	Select this icon to submit a help ticket, navigate to the Help Center to view the corresponding help guide for the currently displayed module, view previously recorded training sessions or the Instructions module.

Module Icons

In various modules, common icons will appear to create new records, export records, or generate reports as shown below:

New Icon	Creates a new record in the module.
Refresh icon	Refreshes the screen and updates the indicator buttons or other data in a list or module.
Data Export Icon	Exports the current list to a CSV file.
Reports Icon	Displays available reports the user can choose from in PDF format.
Hamburger & Gear Icons	Contains record options such as archiving, Email Capture codes, upgrading to the next part of the workflow, marking as Favorite, and more.  *Each module differs for specific options for the record. Refer to the corresponding help guides for questions.

Batch Actions

Some modules have batch actions that allow users the ability to "batch" choose records to perform a specific action.  

• To use batch Actions, Select the check boxes next to records to make the pink Batch Actions buttons appear.  
• The batch actions icons will only appear when a record has been selected. 
• When records are de-selected, the batch action buttons will disappear. 
• Commonly, tasks such as approve, omit, delete, archive, or complete are part of the batch action options.  
• Each module differs for specific batch actions. Refer to the corresponding module's help guides for questions.

Search & Filtering

Most modules have a quick search box, a button bar for main modules, and blue text that will filter specific records. Each module differs for specific filtering and search options. Refer to the corresponding module's help guides for questions.

Advanced Filter

The Advanced Filter option in select modules allows users to search or filter by specific chosen criteria.  

• If the module has the advanced filter available, it will be listed in blue text next to additional filter and search options.  
• Select the Advanced Filter text to navigate to the filter and type in or select the desired information.

Logging Out

To safely and securely log out of TRUE, select the Hamburger icon in the upper left corner of the screen and select Log Out from the main menu.