> ## 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.

# 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**.                 |

## 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]

[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

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

[31]: ../preferences

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

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


## Related topics

- [Developer Portal](/en/developer-portal/about.md)
- [NSNavigatorAgent](/en/automation/crmscript/reference/CRMScript.NetServer.NSNavigatorAgent.md)
- [NSNavigatorCompany](/en/automation/crmscript/reference/CRMScript.NetServer.NSNavigatorCompany.md)
- [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)