Navigation Menu Overview

Snapshot

Snapshot

About the navigation menu

The navigation menu appears across the top of every screen within ClearView. It offers access to the following commonly used features:

Dashboards	A drop-down menu of all dashboards available to you.
Home	Direct access to your designated home dashboard. Use Dashboard Settings to set your preferred home dashboard.
Opportunities	Direct access to Opportunity Management.
Operational Tools	Direct access to the Operational Tools application.
Prospect Search	Direct access to conducting a basic search for a prospect record.
Recently Viewed	A drop-down menu of the 10 most recent searches you have implemented and/or prospect records you have viewed. The Recently Viewed drop-down list saves your most recent activity across login sessions. When you log out of ClearView, the next time you login the Recently Viewed drop-down list will still contain your 10 most recent items. In addition to favorites, use the Recently Viewed drop-down list as another handy way to quickly access the prospect records you work with most often.
Reports	Direct access to the Reports library.
Sitemap Icon	Direct access to the Sitemap window.

You can configure what items are displayed on your navigation menu and the order in which they appear through Navigation Settings. Administrative users can configure navigation menus organization-wide using the Assign Menus feature in Configuration Administration.

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Glossary terms:

dashboard, navigation menu,prospect, reports, settings-program, sitemap, Go to glossary ...

Administration Management: Configuration Dashboard Management: About Dashboards

Opportunity Management: Opportunity Management Overview

Prospect Management: Basic Prospect Search Methods

Start Here: Sitemap for ClearView

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Privileges to access features or to personalize configurable ones can vary by user, as well as by role, and are determined by your organization. If you have questions about your privilege settings, contact your administrator.

Navigation Menu Overview

Snapshot

About the navigation menu

Glossary terms:

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