Core Navigation

Overview

Core is designed with a smart and intuitive user interface so that it is easy to navigate and use. It is optimized and designed to work at a minimum screen resolution of 1280 x 960 pixels. The side menu collapses automatically if your browser width drops below 1200 pixels. A drop-down menu displays, which contains the collapsed extra tabs on your screens. Click to watch this video on navigating Core.

You can customize the way you navigate in Core in many ways to suit your preferences. This includes marking some screens as your favorite, changing the side menu, choosing a different color theme for your program, and so on from User Preferences. Click to watch this video on customizing navigation in Core.

The navigation and general UI of Core consists of the following elements:

Number

Element

Description

1

Side Navigation Menu Click the side navigation menu on the left to display the drop-down menu and open any screen. You can click  to go directly to its Create New or Add mode. The side navigation menu is driven by your security permissions. You can customize the order of screens or features in your side navigation by clicking the edit icon on the bottom if you have access to User Preferences.

2

Global Search Enter the keywords in the search bar at the top to find quickly what you are looking for in a specific screen or throughout Core.

3

Company Menu Click the company menu  at the top to access your company settings and account information.

4

Icon Bar Click the icons on the icon bar at the top to quickly access your Timers , Messages , Notifications & Reminders , Calendar  and Help  for any assistance.

5

Favorites Mark the frequently used screens as your favorite by clicking  on them and then access them quickly from the Favorites menu on the left side menu.

6

Info bar Click  on screens to show or hide immediate 'at a glance' metric or statistics about that screen's data. Displayed values are affected by the filters applied, if any. Also, it includes the values of active records only.

7

List View

You can view all the active records on a grid in the list view of a screen. You can sort the column data by clicking its header and use the column chooser (under the More menu) to show or hide fields in the grid. You can also resize the columns by hovering over them and moving them right/left accordingly. If needed, you can reset the column widths.  

Using the  menu, you can select the total number of records without scrolling all the way to the end of the list, total number of records in view or none of the records. Anchored totals allow you to view totals for the numeric columns without scrolling to the end of the list.

8

Actions Menu

Select batch actions from the Actions drop-down above the grid. You can select single or multiple rows in the grid to use these actions, such as Delete, Email, Submit, etc.

9

More Menu

Use the More drop-down to access screen-related options, such as Export as CSV, Columns, Reports, etc.

10

Filters

Click  on the right to apply filters for selective viewing of grid data in the list view. Filters use the OR logic on the filter items in the same row and AND logic for items in different rows. You can see which filters are applied and clear them out easily without opening the filter panel.

11

Row Action Menu

Click  on the grid and choose any row-level action from the drop-down, say View Details. You can also click a row to go directly into its editable, detail view.

 

*

This denotes a required field on the screens.

 

Drop-downs You can configure the drop-down lists in Core to include inactive records or other items that are not visible by default. You can also re-size multiple columns in the drop-down lists.

 

+ Create New

Core allows you to quickly add a new item or record to a list right from the drop-down itself, if needed. It takes you to a Create dialog where you can enter the required information and save the record.

Keyboard Navigation

Key Action
Enter Saves the changes and removes you from the edit mode. Clicking Edit again returns the screen to an editable mode. Enter key also acts as a Yes in the confirmation dialogs.
Tab Saves the changes and takes you to the next field. In case of text boxes like memos, it expands the Auto Complete shorthand codes.
Shift + Tab Saves the changes and returns you to the previous field.
Arrow Keys Moves your focus to adjacent fields, above, below, left, and right.
Ctrl + M Opens and closes the memo box.
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