Nothing was removed. A few shortcuts moved into a menu, the search field opens the same way it always did, and the page you are on is now named in the bar on every screen.
The new bar on a list view: logo panel, collapse button, back arrow, page title, then the action icons. The breadcrumb trail sits on its own row underneath.
The bar at a glance
Logo panel Your company logo, above the left menu, on the same white bar.
Collapse button The framed button right of the logo hides or shows the left menu. The CRM remembers your choice.
Back arrow Takes you to the previous screen.
Page title The name of the screen you are on — Intake Opportunities, Dashboard, Picklist … — now on every screen.
Locations (only on accounts with locations) filter the CRM by location, as before. Plus (+) Quick Create, now a grouped panel — see below.
Search Opens the search bar across the whole header, exactly as before.
Calendar Opens your calendar (the view your settings choose).
Bell Your notifications; the blue badge is the unread count. “View All” opens the full page. Help (?) Dazos Academy, Knowledge Base, Support Tickets, manuals and, for admins, the API pages. More (⋮) Reports, Tasks Management, Customize Theme Settings, Fullscreen, Release Notes, Sign Out. Your avatar Your initials (or photo): My Preferences, Notifications, Sign Out.
Search
Click the magnifier and the search bar drops across the whole header, as it always has. Type at least three letters for suggestions, press Enter for the full search, use the small round chevron for Advanced Search, and the X to close.
The search bar open across the header.
Suggestions appear under the field as you type.
The “More” menu and your avatar
Reports, Tasks Management, Fullscreen, Customize Theme Settings and Release Notes used to be separate icons. They now sit together under More (the three dots). Your own settings are under your avatar, the circle with your initials at the far right. Sign Out is in both places.
Avatar: your name and role, My Preferences, Notifications, Sign Out.
More: Reports · Tasks Management · Customize Theme Settings ·
Fullscreen · Release Notes · Sign Out.
Bell: your notification groups, View All and Clear All.
Help: the same links as before.
Quick Create
The plus button opens a panel with every module you can create, grouped under Sales & Marketing, Clinical & Census and Work & Records. Click a tile to start a new record, exactly as before. Type in Search modules to narrow the tiles; the X closes the panel.
The Quick Create panel.
Typing “ref” leaves only the matching tiles.
The breadcrumb row
Directly under the bar, a thin white row shows where you are: CRM › Intake Opportunities › All, or … › All › Jane Doe on a record. The last item is highlighted; the earlier ones are links back up the trail. The module name is a link on record pages too. Add, Import, Customize and Freeze header stay on the right of that row.
A record page: the trail ends with the record name.
Collapsing the left menu
The framed button next to the logo collapses the menu to a narrow rail of icons; the logo panel shrinks with it. Click again to expand. Your choice is remembered the next time you sign in.
The bar with the left menu collapsed.
Dark mode
Dark mode (More → Customize Theme Settings) applies to the bar and its menus. Your account's accent colour still colours the badges, the open button and the avatar ring.
The bar and the More menu in dark mode.
On a phone or tablet
The bar shows the menu button, your company logo, then Calendar, Search, Bell and More. A second row shows a back arrow and the screen title. More holds the same items as on desktop plus My Preferences and Help. The breadcrumb trail scrolls sideways when it is longer than the screen.
The phone bar with the title row.
Help on a phone.
More on a phone.
For administrators
The Theme Options fields Header background, Header text colour and Header font size no longer change the new bar; product is deciding whether they are retired or kept for the previous bar only. Every other theme option works as before. Support can switch an account back to the previous bar in seconds while an issue is looked at.
Something looks wrong? Contact Dazos Support through Help → Support Tickets.