The Navigator - SuperOffice

You move between the main sections of SuperOffice using the left-side Navigator.

You can change the width of the navigator by clicking above the navigator.

The SuperOffice logo

At the upper left of the navigator is the SuperOffice logo. Click the logo to open the SuperOffice Community website. Pressing CTRL while clicking the logo is a shortcut to your own company card. (The main company is a preference that you can change.)

The navigator in Standard CRM

The navigator provides quick access to essential SuperOffice CRM features. Each icon opens a specific screen.

Icon	Screen	Description
	Dashboard	View reports and charts summarizing your CRM data.
	Companies	Manage your company records and related information.
	Contacts	Access and manage individual contact details.
	Diary	Plan and track follow-ups.
	Sales	Track and manage your sales opportunities.
	Projects	Organize and monitor project activities.
	Selections	Create and manage selections for campaigns or workflows.
	Inbox	Read and reply to incoming messages.
	Chat	Respond to chat inquiries from your website.
	Marketing	Create and send mailings and forms.
	Requests	Access service requests.
	Tools	Open external applications and websites.
	Agents	Work with AI agents that propose results for you to approve.

The Navigator in Settings and maintenance

Icon	Screen	Description
	Licenses	Manage SuperOffice licenses, view system notifications, and database information.
	Users	Define user accounts, groups, roles, and access options. Add or manage your company’s records.
	Roles	Set roles for controlling access to CRM data and features.
	Privacy	Adjust privacy and consent settings.
	SAINT	(Sales Intelligence) Create and manage status monitors for companies and projects.
	AI services	Configure AI-powered text and sentiment analysis and categorization of requests.
	Lists	Customize and manage lists used across the CRM system.
	Quote/Sync	Administer ERP integration settings, price lists, and products.
	Workflow	Define sales and project workflows.
	Screen designer	Customize layouts for specific user groups.
	Preferences	Adjust default settings for activities, video meetings, and the document library.
	Chat	Set up chat channels.
	Marketing	Enable UTM tracking for all forms.
	Options	Configure global settings like search, time zones, labels, and numbering.
	Import	Import data into SuperOffice CRM.
	Fields	Define user-specific fields for customization.
	CRMScript	Automate tasks with scripts, macros, and event handlers, and scheduled tasks.
	Requests	Adjust request handling for SuperOffice Service.
	Customer center	Edit and manage the Customer center layout and content.
	System design	Advanced SuperOffice Service settings.
	App Store	Access apps and integrations for SuperOffice CRM.

Navigator options

When you click a navigator button, one or more of the following options are displayed:

Icon	Function	Description
	History	Displays recently opened records, such as requests, contacts, or selections.
	Favorites	View the records you have set as favorites.
	Search	Shows the results of the last search. The dynamic search field above the buttons initiates a search as you type.

Clicking the Dashboard button only opens the dashboard.

If you hold the mouse pointer over a record in any the lists, a tooltip is displayed containing additional data about the record. Navigator options in SuperOffice -screenshot

Navigator options in SuperOffice -screenshot

Navigator options for overview pages

For Sale and Requests, the icon opens the Sale screen or the Request screen with the content you last viewed. Selecting the name shows the history, favorites, and search options. A record or selection you choose there opens in the same screen. The left panel of the screen has its own search field. On the Request screen, the history shows the four standard lists first. See Work with overview pages.

​The SuperOffice logo

​The navigator in Standard CRM

​The Navigator in Settings and maintenance

​Navigator options

​Navigator options for overview pages

The SuperOffice logo

The navigator in Standard CRM

The Navigator in Settings and maintenance

Navigator options

Navigator options for overview pages