When you click/touch the fly-out menu in the upper-left corner, you'll notice a number of menu options that appear based on the logged-in users permissions. Click/touch any of the menu items to goto the related feature or sub-menu.





The fly-out menu in the upper-right corner of most pages is context sensitive so menu options presented here are based on the current Web Connect page/feature you are working with.




The Home icon in the upper-left corner offers a number of quick links to frequently used pages and features.




The plus (+) icon in the upper-left corner enables you to quickly create various data items such as Opportunities or Orders.




Click/touch the (bookmark) icon to see bookmarked items and touch/click them to quickly navigate to them.





In the upper-right hand corner, use the Customer quick search box to find a customer based on a full or partial customer name.

Use the Inventory quick search box to find items based on a full or partial item name or item id.




Click/touch the icon in the upper-right corner to access user Settings, Mobile Views, set the current page as your new Home Page, toggle on/off Cost & Profit or Sign Out.




Click/touch the icon to see your current alerts or to manage your alert settings.