Navigation & Orientation

Welcome to the application. Intuitive navigation is key to efficient work. Here you will learn how to move quickly and securely through the various sections.

Main Menu (Sidebar)

The central control center is located on the left edge of the screen (on desktop).

• Structure: The menu is logically divided into sections (e.g., "Start", "Data & Analysis", "Settings").
• Collapse: To have more space for your data, you can minimize the menu using the "hamburger" icon (three lines) at the top left. Only icons will then be displayed.
• Mobile: On smartphones and tablets, the menu is hidden by default and slides over the content when needed.

Dashboard

Your personal entry point after login. The dashboard is dynamic and adapts to your usage:

• Favorites: Your most frequently used tables for quick access.
• Last Edited: Jump directly back to the records you were last working on.
• Key Metrics: Important statistics and charts give you an immediate overview of the current status (e.g., open tasks, revenue).
• Team News: Messages from your administrator or team leader are prominently placed here.

Sitemap

Sometimes you are looking for a needle in a haystack. The link to the Sitemap in the footer of every page opens a structured overview of all pages you have access to. This is particularly helpful for quickly finding rarely used functions or settings.

Links (Lookups) & Cross-References

A relational database lives on connections. We make it easy for you to follow these connections:

• In Lists: If you see a customer's name in a table (e.g., "Orders"), it is often a link. Clicking on it opens the customer record.
• In Forms: Next to selection fields (e.g., "Select Project"), you will often find a small link icon or the name of the selected entry as a link. Use this to check details of the linked record in a new tab without interrupting your current work.
• Breadcrumbs: At the top of the page, you often see a "path" (e.g., Home > Customers > Customer Smith). Use this to quickly navigate one level up.