Here below you can find an overview of the structure of the main window in the platform.
It contains several parts which we describe in detail here below.
On top of the window, you can find the menu.
The menu gives you access to the different modules that are activated in your account. Each menu represents a module in the platform. Each menu gives you access to the different functionalities available in the specific module.
The header shows several of warnings and general shortcuts.
Warnings are show for mails to be processed, overdue tasks and overdue telephone calls.
When no warnings are available, there will be a green number indication with 0. If warnings are available a red number indication will be displayed. You can click on each of these warnings to open the module.
Next to the warnings you can find several shortcuts:
- News and updates: this will display the latest news and the latest updates of the platform in a new tab
- Shortcut knowledgebase: clicking this shortcut will take you directly to the knowledge base
- Information: displays the information window of the platform with version information
- Themes: displays a drop-down menu where you can select the theme you which to use in the platform
- Remote assistance: this will automatically download the remote assistance client
Next to the shortcuts you can find an avatar and the name of your profile. When clicking the avatar or your name, your personal profile will be opened.
The last shortcut in the header is to close your session.
On the left side of the window, you can find several shortcuts.
These shortcuts are always visible and allow you to navigate quickly to frequently used modules. This includes home, accounts, contacts, calendar, archive, and the settings.
The shortcuts can be hidden or displayed by clicking the WAVEDESK icon in the header.
Floating shortcuts (4)
The floating shortcuts give you access to commonly used functionality like creating a contact, sending a mail, ... These shortcuts are always available even when a modal window is displayed.
Tab sheets (5)
In the central part of the window, you can find the tab sheets.
This is where the different modules will be displayed. Each module you open will create a new tab sheet. This way you can have several modules open at the same time each displayed on a separate tab sheet. You can easily navigate from one tab sheet to another by clicking on the name.
When a module is not needed anymore, you can close the module by clicking the close button you can find on the right of the name displayed in the header of the tab sheet.