Start menu

Use the Navigation Menu drawer (three horizontal lines) to display the menu.

This table shows the menu items in the Navigation Menu. The Start menu may differ from what you can see on your device. Contact your system administrator if you need to configure your start menu.

Menu/Item Description
User Profile Additional information that is linked to your account (like email address) is displayed.
Settings (Gear button) Opens the Settings menu.
Calendar Displays your calendar.
My Accounts Opens the Accounts filter list.
My Activities Opens the Activities filter list.
My Opportunities Opens the Opportunities filter list.
My Contacts Opens the Contacts filter list.
My Projects Opens the Projects filter list.
My Quotes and Orders * Opens the Quotes and Orders filter list.
My Invoices * Opens the Invoices filter list.
Sign out Tap or click to sign out of the application.
Note: Items with asterisk are not part of the default menu items but they can be configured. Contact your system administrator.

Each entity screen has tabs shown by default. Contact your system administrator if you need to add more tabs for each entity.