Navigate Momentus Enterprise

Welcome to Momentus Enterprise! This article will help you find your way around the application. You can do that by using these features:

• Global Navigation Bar
• Taskbar
• Browser Navigation

Global Navigation Bar

The Global Navigation Bar is a constant throughout Momentus Enterprise and is how you navigate to various pages. It is located at the top your page and contains the following:

• Home
• Main Menu
• Favorites
• Quick Add
• Various pages, including Accounts, Contacts, Calendar, Events, and more. The pages that appear here can be customized by your organizations.
• A notification icon showing if you have documents checked out.
• An activity notification icon.
• Under your name there will be several options depending on your user roles. All users are able to choose a display setting and change organizations (if they have access to more than one).
• A help flyout where you can search the knowledge base and more.

Home

 The Home button on the left of the Global Navigation brings you back to your home page, which includes your default dashboards. Dashboards are a central location where your most important information and action buttons can display in one place. Dashboards are configurable and are often tailored to a specific role, department, and so on. See Dashboards for more information.

Main Menu

 The Main Menu, the three line menu to the right of the Home button, displays all the areas of Momentus Enterprise available to a user. Hovering over an option on the left displays the available menu headings. You can click the menu heading to see the available pages under the heading. Use the search box at the top of the Main Menu to quickly find a page.

Favorites

Click the third icon, a star, to see your favorites. A favorite creates a shortcut for you to quickly access a customized view of specific pages without having to navigate through the menus. This is particularly useful if a pages is not in the Global Navigation Bar. See Favorites for more information.

Quick Add

The plus sign on the Global Navigation bar will open the Quick Add menu. Use the Quick Add menu to add activities, contacts, orders, reports and more without navigating to a specific page and adding from there.

Taskbar

The Taskbar is located on the left of the Momentus Enterprise page. Click the taskbar or use Ctrl+Shift+F6 to open it. The Taskbar has two sections: 

• Current Windows: Displays the pages you have open. Click a page or tab through the pages and press Enter to return to it. If a page has pending changes, an asterisk will display by it.
• Recent History: Displays pages you recently visited but are closed. Click a page or tab through the pages and press Enter to reopen it.

Click the arrow > by the Taskbar label or press Escape to close the Taskbar.

Browser Navigation

The web browser Back and Forward buttons can be used to navigate within the software. Use the Back button to return to a previous page or window. Use the Forward button to move back to a subsequent page or window. Make sure you save any changes to a page or window before using the browser navigation buttons.

Navigate to a Page

To navigate to a specific page you can:

• Several pages (Accounts, Contacts, Calendar, Events, and so on) are available in the General Navigation at the top of the application. Click to go to the page. 
• Access the page from the main menu:
  • If you know what area the page is in, open the main menu. Hover over the section where your page is and then navigate through the options until you reach the page. Click the link to open the page.
  • If you don't know where the section where the page is or if you'd like a quicker option, open the main menu. In the search bar, start typing the name of the page. As you type, options will appear, organized by section. When you see your page, click the link to open it.
    • The same page may be listed in multiple sections based on how it is used. If the name is the same, it's the same page.