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Home Page Layout

Information on the homepage in Contract Logix

Eric Reinert avatar
Written by Eric Reinert
Updated over 4 months ago

After logging in, you will be on your Home page. The Home page includes Action Tiles for performing one-click actions, the sidebar Navigation menu and Topbar, plus various informational panels, such as Date Reports and the Task List.

The Topbar includes:

  • Icons for tracking Alerts , Watched records and Tasks .

  • a Quick Search field .

  • a User Preferences menu that appears when you hover over or click on your name or avatar.

  • searchable online Help .

To move the items in the top bar, drag and drop into the desired location.

Finally, click the cog icon located in the bottom left-hand corner or click the Application Settings Action Tile to access the Settings menu, used to perform system setup functions.

NOTE: The icon and the Settings menu is only visible to users having the proper role access.

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