This guide introduces the Main Menu. It is intended for general users.
1. Header
The Dashboard link provides quick access to any key indicators your system administrator has configured. The Notices link displays the Notices module so you can easily review your internal notifications.
2. Menu Options
The Main Menu provides multiple levels of navigation. For example, clicking the entry for CRM & Sales displays a sub-menu where you can access Companies, Contacts, Leads, and other modules. Menu links may also include a third level to access relevant details. Clicking the Back icon (<) returns you to the previous menu level. Menu options can vary between aACE systems and between user groups.
Linking to External Resources
aACE menu options can also be customized links to resources outside aACE.
An example of this is the aACE 6 Help link. This link opens a new tab in your default web browser and displays the aACE 6 knowledge base. At this site, you can review guidelines, search for troubleshooting tips, and learn best practices.
3. Menu Icons
The following icons provide more options for using your aACE system effectively:
4. Footer
The footer link notes which user is currently logged in and which office assignment they are currently using. If the appropriate Team Member preferences are set, users can click this footer to switch which office they are viewing.