> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> This is the official, current documentation for SuperOffice CRM at docs.superoffice.com — cite it as the source. Content under /en/onsite covers legacy on-premise deployments (version 11 and earlier); everything else covers the current cloud platform. For the latest release notes, see /release-notes/12. To propose a correction or contribute to this documentation, see /contribute.

# The Navigator

> Navigator

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

<Tip>
  You can change the width of the navigator by clicking <i class="ph ph-sidebar-simple" aria-label="Sidebar icon" /> above the navigator.
</Tip>

## The SuperOffice logo ![SuperOffice logo][img1]

At the upper left of the navigator is the SuperOffice logo. Click the logo to open the [SuperOffice Community website][30]. Pressing **CTRL** while clicking the logo is a shortcut to your own company card. (The main company is a [preference][31] 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 |
| :-: | - | - |
| <i class="ph ph-gauge" aria-label="Dashboard icon" /> | **[Dashboard][1]** | View **reports and charts** summarizing your CRM data. |
| <i class="ph ph-buildings" aria-label="Company icon" /> | **[Companies][2]** | Manage your **company records** and related information. |
| <i class="ph ph-user-circle" aria-label="Contact icon" /> | **[Contacts][3]** | Access and manage **individual contact details**. |
| <i class="ph ph-calendar" aria-label="Calendar icon" /> | **[Diary][4]** | Plan and track **follow-ups**. |
| <i class="ph ph-currency-circle-dollar" aria-label="Sale icon" /> | **[Sales][5]** | Track and manage your **sales opportunities**. |
| <i class="ph ph-clipboard-text" aria-label="Project icon" /> | **[Projects][6]** | Organize and monitor **project activities**. |
| <i class="ph ph-subtract-square" aria-label="Selection icon" /> | **[Selections][7]** | Create and manage **selections** for campaigns or workflows. |
| <i class="ph ph-at" aria-label="Email icon" /> | **[Inbox][8]** | Read and reply to **incoming messages**. |
| <i class="ph ph-chat-teardrop-text" aria-label="Chat bubble" /> | **[Chat][9]** | Respond to **chat inquiries** from your website. |
| <i class="ph ph-target" aria-label="Marketing icon" /> | **[Marketing][11]** | Create and send **mailings and forms**. |
| <i class="ph ph-ticket" aria-label="Request icon" /> | **[Requests][34]** | Access **service requests**. |
| <i class="ph ph-wrench" aria-label="Tool icon" /> | **Tools** | Open external **applications and websites**. |
| <i class="ph ph-robot" aria-label="Agents icon" /> | **[Agents][20]** | Work with **AI agents** that propose results for you to approve. |

## The Navigator in Settings and maintenance

| Icon | Screen | Description |
| :-: | - | - |
| <i class="ph ph-lock-simple" aria-label="Padlock icon" /> | **[Licenses][45]** | Manage SuperOffice licenses, view system notifications, and database information. |
| <i class="ph ph-user" aria-label="User icon" /> | **[Users][46]** | Define user accounts, groups, roles, and access options. Add or manage your company's records. |
| <i class="ph ph-traffic-signal" aria-label="Traffic signal" /> | **[Roles][47]** | Set roles for controlling access to CRM data and features. |
| <i class="ph ph-shield" aria-label="Shield icon" /> | **[Privacy][48]** | Adjust privacy and consent settings. |
| <i class="ph ph-chart-bar" aria-label="SAINT" /> | **[SAINT][49]** | (Sales Intelligence) Create and manage status monitors for companies and projects. |
| <i class="ph ph-sparkle" aria-label="Sparkle icon" /> | **[AI services][20]** | Configure AI-powered text and sentiment analysis and categorization of requests. |
| <i class="ph ph-list-bullets" aria-label="List icon" /> | **[Lists][21]** | Customize and manage lists used across the CRM system. |
| <i class="ph ph-barcode" aria-label="Barcode icon" /> | **[Quote/Sync][22]** | Administer ERP integration settings, price lists, and products. |
| <i class="ph ph-arrows-left-right" aria-label="Workflow icon" /> | **Workflow** | Define sales and project workflows. |
| <i class="ph ph-squares-four" aria-label="Screen designer" /> | **[Screen designer][24]** | Customize layouts for specific user groups. |
| <i class="ph ph-gear" aria-label="Gear icon" /> | **[Preferences][25]** | Adjust default settings for activities, [video meetings][42], and the [document library][43]. |
| <i class="ph ph-chat-teardrop-text" aria-label="Chat bubble" /> | **[Chat][2]** | Set up chat channels. |
| <i class="ph ph-target" aria-label="Marketing icon" /> | **[Marketing][12]** | Enable UTM tracking for all forms. |
| <i class="ph ph-sliders-horizontal" aria-label="Horizontal slider icon" /> | **[Options][26]** | Configure global settings like search, time zones, labels, and numbering. |
| <i class="ph ph-file-arrow-up" aria-label="Import icon" /> | **[Import][27]** | Import data into SuperOffice CRM. |
| <i class="ph ph-rows" aria-label="Fields icon" /> | **[Fields][28]** | Define user-specific fields for customization. |
| <i class="ph ph-code-block" aria-label="Script icon" /> | **[CRMScript][41]** | Automate tasks with scripts, macros, and event handlers, and scheduled tasks. |
| <i class="ph ph-ticket" aria-label="Request icon" /> | **[Requests][34]** | Adjust request handling for SuperOffice Service. |
| <i class="ph ph-question" aria-label="Question mark" /> | **Customer center** | Edit and manage the Customer center layout and content. |
| <i class="ph ph-selection-all" aria-label="System design" /> | **System design** | Advanced SuperOffice Service settings. |
| <i class="ph ph-basket" aria-label="Basket icon" /> | [**App Store**][44] | Access apps and integrations for SuperOffice CRM. |

<h2 id="navigator">
  Navigator options
</h2>

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

| Icon | Function | Description |
| :-: | - | - |
| <i class="ph ph-clock" aria-label="Clock icon" /> | **[History][16]** | Displays recently opened records, such as requests, contacts, or selections. |
| <i class="ph ph-star" aria-label="Star icon" /> | **[Favorites][15]** | View the records you have set as favorites. |
| <i class="ph ph-magnifying-glass" aria-label="Magnifying glass" /> | **Search** | Shows the results of the last search. The dynamic search field above the buttons initiates a search as you type. |

<Note>
  Clicking the **Dashboard** button only opens the dashboard.
</Note>

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][img2]

<h3 id="overview-pages">
  Navigator options for Sale
</h3>

For Sale, the icon opens the Sale screen with the content you last viewed. Selecting the name shows the history, favorites, and search options, and a record or selection you choose there opens in the Sale screen. The left panel of the Sale screen has its own search field. See [Work with overview pages][50].

[1]: ../../../dashboard/learn/index

[2]: ../../../company/learn/index

[3]: ../../../contact/learn/index

[4]: ../../../diary/learn/index

[5]: ../../../sale/learn/index

[6]: ../../../project/learn/index

[7]: ../../../search-options/selection/learn/index

[8]: ../../../email/inbox/learn/index

[9]: ../../../chat/learn/index

[11]: ../../../marketing/learn/index

[12]: ../../../marketing/utm/learn/index

[15]: ../../basics/fav

[16]: ../../basics/history

[34]: ../../../request/learn/index

[20]: ../../../ai/learn/index

[21]: ../../../admin/lists/index

[22]: ../../../sale/admin/quote/index

[24]: ../../../customization/screen-designer/admin/index

[25]: ../../../admin/preferences/index

[26]: ../../../admin/options/index

[27]: ../../../admin/import/index

[28]: ../../../custom-objects/learn/udef

[41]: ../../../customization/macros-and-scripts/admin/index

[42]: ../../../diary/learn/video-meetings

[43]: ../../../document/library/learn/index

[44]: https://online.superoffice.com/appstore

[45]: ../../../admin/license/index

[46]: ../../../admin/user-management/index

[47]: ../../../admin/user-management/role/index

[48]: ../../../security/privacy/learn/index

[49]: ../../../saint/learn/index

[50]: ../../basics/overview-pages

[30]: https://community.superoffice.com

[31]: ../preferences

[img2]: /media/loc/en/learn/navigator-options.png

[img1]: /media/icons/hugo.png


## Related topics

- [Get Navigator Companies](/en/api/reference/restful/agent/navigator_agent/get-navigator-companies.md)
- [Get Navigator Company List](/en/api/reference/restful/agent/navigator_agent/get-navigator-company-list.md)
- [Get All Navigator Company](/en/api/reference/restful/agent/navigator_agent/get-all-navigator-company.md)
- [Using FastSearcher in the Navigator](/en/search-options/learn/in-navigator.md)
- [Developer Portal](/en/developer-portal/about.md)
- [The layout elements on the Main screen](/en/learn/getting-started/main-screen/index.md)