Navigation – Menus

1. Module Menu : This lists or groups the modules, dependent on the user preference. This provides the ability for users to navigate to modules within the CRM. To view a module, you can click on the module name. This will take you to the List View of that module.
2. Hovering : Hovering over a module name will produce a drop down menu. This drop down menu displays the Actions and Recently Viewed records for that module.
3. Recently Viewed : This section displays the last 10 records you have viewed. This leaves a breadcrumbs trail so that previously viewed records can be quickly and easily accessed via the sidebar. There is also the option to click the pencil icon, which will take you directly to the Edit View of the record.
4. Quick Create :You can click the ‘create’ icon in the top navigation menu to access the Quick Create options. This is a list of commonly used modules with the ability to create new records within these modules from any location.
5. Search : You can search all records within the CRM using the global search functionality. You can search for records via global search by using the search bar in the main navigation menu.
6. Notifications : You can manage your desktop notifications by clicking the icon which will show any existing notifications.