Navigation

Ivinex uses Tabs (Modules) that run along the top of the browser window for general navigation. Clicking on a tab will load the selected module.  These tabs/modules are created in the System Admin (back-end).

• Default tabs or modules that come with all Ivinex sites.
  
  
  
• Tabs: Tabs appear in the top area of the user interface. Each tab represents an Ivinex system module or a custom data module.
  
  
  • System Modules:  Ivinex comes with a few system modules that are included with every Ivinex site. System modules serve a predefined purpose and may contain tools/functionality not found in a custom module.
    
    
    • Activities:  Stores all activities (Notes, Tasks, Calendar Events, Emails). This module can be used in a variety of ways, but the most common use would be for tracking and displaying your personal To-Do list (tasks).
      
      
    • Dashboard:  The Dashboard is used to display reports. Once a report has been created, you can choose which part of the report to show on your dashboard. After choosing the reports you want to see, you can move them around, and re-size them any way you like. When clicking on the Dashboard tab, all displayed reports will run/refresh.
      
      
    • Email Templates:  All of your email templates are stored here. You can create, edit, and delete the email templates from this area.
      
      
    • Files:  The files module is where you store different files. The files area by itself can be useful but it becomes a much better tool if shown as a related area for another module. Example: While viewing a client record, show files that are related to the client (documents, images, etc.).
      
      
    • My Day:  Used for viewing your personal calendar and events. You can also view shared calendars and events.
      
      
    • Reports:  This is where to create reports. Reports can be created, edited, deleted, viewed, exported, and emailed from this module.
      
      
  • Custom Modules:  Any module created in the Admin is considered to be a custom module. Any custom module that you have permission to view, will appear as a tab in the top navigation area. Example: Contacts, Clients, Support Tickets, Opportunities, etc.

Note: The tabs that you actually see in the front-end are determined by permissions set in the System Admin (back-end). The default functionality is to show all the tabs that you have permission to see. You can override what tabs are shown and what order they appear in your User Preferences.

User Tools

The User Tools drop-down menu area is found in the upper right-hand corner of your browser window (in the header) when you are logged into Ivinex.  It will look like the following Ivinex User Tools image (just may be a different theme or color).  There will be the following drop-down options from this menu.  The drop-down button should contain the name of the user with avatar icon on the left as shown.

• Preferences: Click this button to open the User Preferences window.
• Reset Layout: This button will reset the default 4 windows to their original position and size prior to any changes.

Note: Window positions, heights, and widths are saved immediately. If you move a window or change the dimensions of the window, it will be immediately save and will stay that way until you change it again. Use the Reset Layout to set it back to the original placement.

• View Editor: This is not available to every user. Your admin needs to give you permission to see this first. This will allow you to make changes on the front-end of Ivinex.
• Admin: This is not available to every user. Your admin needs to give you permission to see this first. This will give you access to the System Admin area of Ivinex (back-end).
• Logout: Click this button to log out of Ivinex.