The Header and Navigation Panel provide access to several useful features. If you are a novice user, focus on points 1, 2 and 3 below.
- This has a series of Navigation Items (often called tabs). Use the drop-down arrow to select recently viewed items and lists. Drag and drop Navigation Items to suit your preferences.
- A powerful search engine that looks within the text of documents as well as all system records.
- Bookmark any page, record or report in the system by clicking on the star. Use the drop-down arrow to view your Favourites.
- Quick access to create a Task, Send an Email, etc.
- This is help for generic Salesforce features, the platform Atamis is hosted on. For Atamis specific help, reach out to our support team.
- For System Administrators and users with delegated user administrations.
- A list of current Tasks and Approval Requests. New notifications will be highlighted in red as soon as they are assigned to you.
- For customising your profile and personal settings.
- See this 3-minute Salesforce video for tips on how to personalise your navigation bar.
- Use to locate other apps or custom objects that don't appear as navigation items by using Search Apps and Items.
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