Blue Toolbar¶

The Blue Toolbar appears in the top right corner of People records, Tags, Search Builder, Involvements, Involvement Search, and Meeting pages. It is where you email, export, report on, and perform actions on the list of people shown on the page. Any user with the Access role can use the Blue Toolbar; some options require additional roles, as described in each article.

Start with Toolbar Options for an overview of the four icons (Email, Cloud, Code, and Gear) and every option on them.