Navigating iEnterprise CRM

Owned by Evangeline Cruz
Last updated: Jul 09, 2018

The current release of iCRM is served in a new UI with a fresh look and feel.  We can refer to the screen division as Objects Navbar, Sidebar, Tools bar, Widgets pane, Details pane and the About pane.

Objects Navbar:

1. iEnterprise CRM Logo

2. Modules -  Customer records are easily accessible across the top bar of the application.  You may click on the View drop-down to get to your preferred view or even create new views.

3. Additional Modules

Sidebar:

4. Favorites

5. Followup

6. Recently Viewed

7. Views

8. Reports

9. Widgets

Widgets pane:

10. Pinned widgets

Details pane:

11.  View dropdown

12. View Details

13. Action buttons

Tools bar:

14. Notification

15. Dashboard

16. Setup

17. Billing

18. Help Link

19. User profile

18. Logout

20. Search bar

About bar:

21. Setup Help Links

22. Downloads

23.  Branding and Release information