Navigating Adapt

The Adapt screen is made up of three areas. For more information on each area, click the associated link:

  • Toolbar: This displays at the top of the Adapt page and allows quick access to reminders, tasks, appointments, searches and tools.
  • Menu Side Bar: This displays on the left side of the Adapt page and allows access to the various areas of Adapt (e.g. Companies, People, Reporting, Administration).
  • Detail: This is the largest area on the Adapt page and displays information based on toolbar and menu selections.

Browser Functionality

All normal browser functionality is available when using Adapt. For example, you can return to the previous page in Adapt by clicking the back button on your browser. You can open a new window or tab by selecting that option off of the browser menu.