Navigation & Menus
Navigation Bar
At the top of every screen (page) is a bar with a blue background and white letters. It is called the Navigation bar and you will see something like it on most websites.
In SuiteCRM the Navigation bar you will see:
- Company Name - links to Dashboard (or Home) page
- Module Menu - only one at a time. Shows menu of options and recently viewed.
- Group Menus - gives you access to all the Modules, divided into functions like "Sales", "Activities" etc.
- Search - global search of all modules for data that matches your input
- User Name - access to your Profile, external links and Logout.
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Group Menu
Group menu gives you access to one or more modules and are designed for use by Sales, Support, Management etc.
Hover you mouse over the Group name and a menu appears.
Once you select a Module, that name appears in the Navigation bar.
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Module Menu
Only one Module name appears in the Navigation Bar at any one time.
When you are on the Dashboard (Home) page, their is NO Module menu.
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Current Module
When you hover your mouse over the Module name, a menu is displayed.
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Search
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User Name
Under your user name are links to :
- Online Help - Knowledgebase where you can search & print Articles
- Administratin (if you have rights)
- Other Web Sites (if you have any setup)
- About If you want to learn more about SuiteCRM
- Logout Exit the CRM
You should always try and logout when you are done using the CRM.
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