Understanding the Navigation Menu

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Overview

Many users find the need to delve more deeply into the various menus found within Practifi apps which help to get them where they want to go in the system to find the specific data they are looking for. These pages are accessed from the main navigation menu located next to the app's name and the App Launcher in the upper left-hand section of the page, by selecting the drop-down arrow to see the set of available pages. 

The home page is one of the standard pages available in every app's navigation menu, but this article will focus on the other available pages or app pages. App pages contain either Practifi record tables or Salesforce features, and we'll explore both in more detail below.

Using Directories

Record table pages are where users will want to be when searching for records that meet a broad set of criteria, such as "My Active Clients" or "My Open Deals." This is in comparison to the home page, where the record tables displayed typically reflect more precise criteria. Remember that the pages available to each user and the record tables appearing in those pages depend on the app they're using; for example, an advisor has access to Services and Processes. A marketing team member can access Campaigns. But there are some pages, such as Directory, Clients and Tasks, that appear in every app.

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The above example highlights the Directory page in the Advisor app, and "My Directory" is selected in the table viewer. The teal drop-down menu in the side panel determines what filters are available below it and what records appear to the right in the record table. Once the relevant filters have been added, they can be hidden using the orange collapse button on the side panel's edge to focus on the visible records. Much like on home page tables, row and mass actions are supported here as well.

The Directory is likely to be a part of a regular page rotation: it brings together all the households, organizations and individuals in a user's network into one single place, displaying contact details alongside the free-form Topics assigned to them such as "VIP" or "Malbec fan," and how the firm formally defines their relationship, such as client or prospect. To learn more about how to manage these formal and informal ways of classifying households, organizations, and individuals, please review the following article: Managing Households, Organizations & Individuals.


Accessing Standard Salesforce Features

The Calendar, Chatter, Reports & Dashboards pages are included in every Practifi app and represent a suite of powerful capabilities included with Salesforce's Lightning platform, which Practifi is built on top of.

Calendar

The calendar provides a history of all past, current and future events that a user has related to records that they own or service. The example below breaks down all the features in this menu:


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  1. Scroll from month to month, to see a user's schedule months, or even years, in advance. Too much to take in? Collapse the side panel and focus on the week or day ahead.

  2. Select which calendars appear in the main calendar pane below the month viewer from this section. At first, we only see "My Calendar," though other team members will appear here as they share their calendars and vice-versa.

  3. Refresh the calendar pane to see any newly-created or updated events.

  4. Change the display settings to a standard day, week or month calendar view, an availability view that shows all calendars side-by-side for the day, or all events as a table.

  5. Create a new event by clicking this button. The new record page contains the full set of available fields for an event (unlike the compact layout used by global actions and the activity timeline found on record pages). It doesn't pre-populate them with data (unlike the activity timeline).

For further information about the calendar, please consult this Salesforce help article.

Reports & Dashboards

While Practifi does come with some reports included out of the box, dashboards are not currently included. The Report and Dashboard Builder, however, makes creating personalized charts & tables a breeze. Team members will need certain system permissions to create reports and dashboards, so reach out to system administrators if permissions need to be extended for some users. To explore all these features have to offer, we recommend completing this training module produced by Salesforce to understand its capabilities.

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Chatter

Keep up to date with the latest goings-on in the firm through the Chatter page, which generally takes all the posts made on record feeds or within the company and presents them as a set of curated views: What I Follow, To Me, Bookmarked and Company Highlights. Team members can make their own posts, like, comment and mention other team members, and even create collaboration groups where they can share posts, files and more. For more information on how Chatter works within Salesforce and Practifi, please consult this overview.


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