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.