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The main navigation

The navigation down the left side leads with the pages a CS team opens every day:
  • Dashboard, and the Assistant if it’s turned on for you
  • Accounts, Tasks, Flags, Requests, Meetings and Messages. Tasks and Flags carry a badge with what needs you: your tasks that are overdue, due soon or undated, and the flags still open
  • Reports and Broadcasts, when your organization has them
  • Settings, at the bottom
On a phone or a narrow window, the menu button at the top left opens it. Its badge adds the Tasks and Flags badges together.

Pages that share a place

A few pages sit beside the page they belong with, as tabs at the top of it: On a smaller screen the page title is a menu of the same pages instead. Links to any of these pages open them as before.

The command palette

Press ⌘K (Ctrl+K on Windows), or click the magnifying glass at the top right, to open the command palette.
  • Before you type, it lists the accounts you opened last, then every page, then actions such as Create…, which opens quick create.
  • Type at least two letters to search accounts by name or account ID, requests by title or key, such as ZUDO-12, and contacts by name or email. Pages match too, including each page under Settings, so “health” finds Health score and “play” finds Playbooks.
  • Move with the arrow keys and press Enter, or press ⌘ with the number shown beside a row. ⌘Enter opens a page or record in a new tab.
  • Choosing a contact opens them on the Contacts list.
  • Typing what you want to make, such as “new task” or “note”, finds it among the actions and opens its form directly.
Your recent accounts are kept in this browser, for you and the organization you’re in, so they don’t follow you to another device.

Quick create

Press ⌘/ (Ctrl+/ on Windows), or choose Create… in the command palette, to make something from any page. Pick what to make, then fill in its form: Press the letter, or move with the arrow keys and press Enter. On an account’s page, quick create says which account it’s for, and the task, request, note, meeting or contact you make is already linked to it. You can change or remove the account in the form. Anywhere else, the form asks which account, where it needs one: a note and a contact always belong to an account. The task, request, meeting and account forms are the ones their own pages use. Once you save, a message confirms it, and for anything but a task it has an Open link to what you made: a request or meeting opens on its page, a contact on the Contacts list, and a note on its account, unless you are already there.

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