Getting around

What it is. The bar across the top of the screen, which is the same on every page.

Why it matters. Once you know these few controls you can reach anything in the portal. This is the one page worth reading properly before anything else.

The two rows at the top

The very top row, from left to right:

What you see	Where it is	What it does
Your company's logo	Far left	Takes you back to the home page.
Search...	Middle	Finds any record by name.
A gear symbol	Right	Changes how the portal looks to you.
A bell	Right	Your notifications. A red number means unread ones.
Your name	Far right	Settings, and Log Out.

The second row is your tabs. These are the main sections — Home, then one tab per kind of record (Accounts, Contacts, Task, Event), then Reports, Dashboards, and Admin if you are an administrator.

The tab you are on is underlined in blue.

Your tabs may not match this picture. Your administrator chooses which tabs your company sees, and your role affects it too. See What you can see.

The home page

The home page has four parts.

The number tiles across the top show how many records of each kind you can see. Click one to open that list.

My Tasks lists tasks that are yours and not yet done. Anything past its due date is marked Overdue in red.

Recent Records lists what you opened lately, newest first. This is usually the fastest way back to something you were working on five minutes ago.

Quick links are shortcuts to each tab, the same as the tabs above.

Here is the whole page:

Searching for anything

Where: Search... at the top → type → click a result

1. Click the Search... box in the middle of the top bar.

2. Start typing a name. You do not need the whole thing — a few letters is enough.

3. Results appear underneath as you type, grouped by kind of record.

   

4. Click a result to open it.

Search looks across every kind of record you are allowed to see, so it is the quickest way to find something when you are not sure which tab it lives under.

Your notifications

Where: the bell (top right)

1. Click the bell in the top right.

2. The list opens, newest first.

   

3. Click one to open what it refers to.

The red number on the bell is how many you have not read.

Changing how the portal looks

Where: the gear (top right)

1. Click the gear symbol in the top right.

2. The panel opens.

   

3. Under Navigation, choose where the menu sits:

   • Top bar — tabs across the top, as in these pictures.
   • Left sidebar — tabs down the left side.

4. Under Theme, click a colour.

5. Click Save.

This changes only what you see. Nobody else is affected, and no data changes.

Your account menu

Where: your name (top right)

1. Click your name in the top right.

   

2. From here you can reach:

Item	What it does
Settings	Your profile and your password.
Log Out	Signs you out.
Comfy / Compact	How much space rows take up. Compact fits more on screen.