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My system has been upgraded to V4 and I am feeling a bit lost? 

Updated: 08 April 2019 10:35:09 OpenCRM::Interface-Display

OpenCRM Version 4 takes all the great features and functionality you already love and puts it into a more user friendly interface. This has meant that the skin of OpenCRM has changed quite substantially, with most of our previously exposed navigation collapsed into streamlined menus. Coming face to face with this new interface can be a little daunting, which is why we created this FAQ is to guide you through the changes made and help you learn where all of your favourite tools now live.

What is included in this FAQ:

  1. Using the new sidebar
  2. What happened to Global Search?
  3. Where did the filters go in the new Calendar?
  4. Did you say keyboard shortcuts?
  5. Where is "My Account"?

Sidebar Navigation

The first new feature you’re probably going to notice is our V4 sidebar. In addition to holding general navigation, this sidebar also contains our most popular widgets from our old sidebar.

Let’s start with how to get around the system.

Icon #1: Expand/Collapse

The first icon will allow you to expand the sidebar, but we're going to export that in a bit more detail below.

Let’s start with the collapsed sidebar

Icon #2: Home

This icon will take you to the module you have set as the default module on your user record. For most people, this will be your Calendar.

Icon #3: Dashboard

Clicking this icon will take you to your dashboard. You can set what you want to view there on your user record. Just click "Homepage Components."

Icon #4: Jump To

The basic navigation of OpenCRM has moved from a series of tabs along the top of the screen into a more streamlined menu. We call it the “Jump To” menu and you can find it by clicking the arrow in the new sidebar menu.

 

Icon #5: Quick Create

Clicking the next icon down will open a new menu that will let you easily create any type of record, no matter where you are in the system.

Additionally, if you click the icon on the right side (orange arrow), this new record will open in a new tab within your browser.

Icon #6: Last Viewed

Opening the Last Viewed menu will show you the last 10 records you have viewed in OpenCRM.

Reducing any need to search around the system after you’ve been pulled away from your most recent tasks – jump straight back in just one click!

Icon #7: Links

You can also include links to external sites and systems within OpenCRM using the Links menu.

Adding links to this menu can only be done by administrators, but can be done on a profile-by-profile basis.

Icon #8: Support Desk

Controlling the Support desk is still conveniently located in the sidebar. Simply check in and out of the queue when you need to and keep an overall eye on your current HelpDesk availability.

If you do not have a Team called "Support", this icon will not display.

If you do not have access to this Team, the icon will show as grey.

Icon #9: Message

We’ve also kept the Message widget in the sidebar, by popular demand.

It’s a great place for you to add frequently needed information (wifi password perhaps) or just a little inspirational message for your team.

Only administrators will be able to edit this message.

Icon #10: Target

The vital information stored in your Company and User Target widget is still easy to see in the sidebar.

It will show the current value for the target that is set by default directly in the sidebar. Clicking the number will allow you to drill down into the target values that your user has the permission to view.

And now to discuss the expanded sidebar:

If you click the expand hamburger icon at the top of the sidebar, it will slide out and present you with the following: 

Clicking the names or arrow icons on any of the four sidebar widgets with right side arrows will expand them. This will give you a sidebar that allows you to navigate with a single click should you need to...it's easier to show you: 

You can see that this sidebar is scrollable with the centre wheel on your mouse, so you don't have to worry about accidentally "hiding" things.

It is also sticky, so however you leave it when you sign out of OpenCRM, it will remain that way for your user, until you change it. 

The bottom three icons will collapse the sidebar (and it will remain collapsed until you click the hamburger icon at the top again). These widgets are not currently compatible with an expanded sidebar, but it is on our roadmap to explore doing so.

Searching

One of the things that has moved out of the sidebar is the eternally useful Global Search. Now, instead of being tucked way, it has a prominent position right at the top of the screen.

Just click within the box and hit enter. It will search the key modules of your system to save you having to click into both Leads and Contacts, for example, to find someone’s details.

 

Filtering in the Calendar

The ability to filter your Calendar view has been retained in full, but instead of cluttering up the screen, we've moved it into a lightbox.

You can access the lightbox by clicking the filter icon on your Calendar (located just next to your Day | 5 Days | Week | Month links.

Once you click it, you will see this lightbox where you can choose to filter by Activity Type, Status, Category, and Assigned to:

You can find more information about the new Calendar in this article.

 

Keyboard Shortcuts

We’ve added a couple keyboard shortcuts to OpenCRM as part of our Version 4 release. These are “ctrl + k” and “ctrl + g”. Screenshots.

The first, which you can also access this by holding the “Ctrl” button on your keyboard and typing “K”, will open a popup that allows you to quickly search for a module in the system.

The second, ctrl + g, will simply add your cursor to the global search box at the top of the screen, allowing you to start and complete a search without ever having to leave your keyboard.

You can find more information about keyboard shortcuts in this article.

 

Settling in

If you’re looking to edit your own user details, change the settings of your system, or brush up on your OpenCRM knowledge, you can access all of this through the new user menu in the top right of your screen.

This is also where administrators can go to access the Settings area of the system.

Your logo will sit to the right of this menu.

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