The Navigator

• 6 minutes to read

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

Tip

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

The navigator in Standard CRM

Button	Description	Read more
	Opens the Dashboard screen, containing reports and charts of your SuperOffice data.	Dashboard
	Opens the Company screen, showing all companies you are in contact with.	Companies
	Opens the Contact screen, containing all your contacts.	Contact
	Opens the Diary screen, a kind of advanced filofax.	Diary
	Opens the Sale screen, containing information about all the sales.	Sale
	Opens the Project screen, containing information about different projects.	Project
	Opens the Selection screen, where you can enter companies, contacts, projects, sales, documents and follow-ups that you work with frequently into separate selections. Selections can, among other things, be used for mailings.	Selection
	Opens your inbox, where you can read and reply to incoming messages.	Inbox/Email
	Opens the Chat screen, where you can respond to inquiries sent via the chat feature on you company's web page.	Chat
	Opens the Reports screen. In this report generator you will find a set of standard reports, which you can use to print reports based on data from SuperOffice CRM.	Reports
	Opens the Marketing screen. From here you can create and send mailings (emails, SMS and documents) and create and publish forms.	Marketing
	Opens Service (legacy)
	Opens a menu that gives you access to external applications and websites. The items available to you are defined in Settings and maintenance.

The Navigator in Settings and maintenance

Button	Function	Read more
	Licences: On the SuperOffice tab you can download new licence information for your version of SuperOffice CRM and associated features. On the Status tab you can view database information and system notifications.	Licenses
	Users: opens the Users screen, where you can define IDs, passwords, user groups, roles and various access options. On the Our companies tab you can add companies in addition to your main company.	Status
	Roles: opens the Roles screen, where you can define roles for accessing data and functions in SuperOffice CRM. The users' access levels are determined by the role they belong to.	Roles
	Privacy: opens the Privacy screen, where you can define settings for privacy and consent in SuperOffice CRM.	Privacy
	SAINT: opens the screen for status monitors (Sales Intelligence), where you can create statuses for companies and projects.	SAINT
	AI services: opens the screen for AI services, where you can configure settings for text analysis, sentiment analysis and categorization of requests.	AI services
	Lists: opens the Lists screen, containing descriptions and definitions of the lists in SuperOffice CRM.	Lists
	Quote/Sync: opens the Quote/Sync screen, where you can administrate connections and settings for ERP systems that are linked to SuperOffice CRM. Here you can also work on the price lists and products in the SuperOffice database.	Quote/Sync
	Workflow: opens the Workflow screen, where you can define sales guides and project guides for SuperOffice CRM.
	Screen designer: opens the Screen designer screen, where you can create custom screen layouts for specific user groups.	Screen designer
	Preferences: opens the Preferences screen, where you can specify settings for different aspects of SuperOffice CRM, for example, the number of elements to display in the history list, the default type for new activities, and so on. Here you can also configure Video meetings and the Document library.	Preferences
	Chat: opens the Chat screen, where you can create chat channels and set up the chat feature.	Chat
	Options: opens the Options screen, where you can define system-wide settings. For example, settings for free-text search, time zones, number allocation, labels and reports.	Options
	Import: opens the Import screen, where you can import data into the SuperOffice database.	Import
	Fields: opens the Fields screen, where you define user-defined fields for SuperOffice CRM.	Fields
	CRMScript: opens the screen with various functions for scripting and automation, such as macros, event handlers and scheduled tasks.	CRMScript
	Requests: here you can find various settings for requests in SuperOffice Service.	Requests
	Customer centre: here you can configure the customer centre. You can edit the content and layout of the customer centre and edit the default content.
	System design: here you can find various advanced settings for SuperOffice Service.
	App Store: Opens the SuperOffice App Store, where you can explore standard app and integrations that can expand SuperOffice CRM Online.

Navigator options

When you click a navigator button, one or more of the buttons below are displayed.

Button	Description
	Actions/lists: Click this button to show available actions/functions, lists and similar for the selected navigator button.
	History: Click this button to show recently opened records, for instance request, contacts or selections.
	Favorites: Click this button to view the records you have set as favorites.
	Search: Click this button to show the results of the least search. The search field above the buttons is dynamic - start typing your search phrase to initiate the search.

Note

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.

Example -screenshot