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The home page contains the Home Dashboard and a panel drop down menu on the left side of the page that lists any Services that you had selected for easy access.
User Interface Details
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Link to the Stonebranch website. | ||||||
Link to Opens drop down menu of the Universal Controller Services available in the user interface. | ||||||
Search field that enables you to search for a Name, Description, and Member of Business Services across multiple record types. The Search icon lets you select which field types to search for. | ||||||
User-specific information for the logged in user.
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Links to:
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Time and node status (System Details). | ||||||
Home page only; Refreshes the information displayed on this page. | ||||||
Home page only:
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To add a record type to the home page navigation panel, click the star icon ( U) next to the record type in Available Services
To create a record for a record type while in Available Services, click the new icon ( + ) next to that record type
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- Click the Settings icon on the 206373839 to the task bar to configure which fields to search. By default, the Name and Description fields are selected.
- In the Search field, enter the text to search for. (Search text is not case sensitive.)
- Click the Search icon to perform the search.
A list of any search results then displays.
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