CRMS: Navigation
When you click each major heading (promote, loyalty, email, etc.) on the menu, a drop-down list of options is displayed. Click one of these options to open the associated page.
Sometimes, an option starts a wizard (for example, Create New Offer). When you work with a wizard, CRMS provides a sequence of pages that correspond to the steps for completing a task. After you complete each page, you can click Next Step to open the next page and complete the next step.
Clicking a menu option opens a page that displays labeled tabs, each corresponding to a different page. You can navigate from one page to another by clicking the tab for each page.
Each page includes simple controls with which you can perform basic functions. Instructions for using many of these controls are embedded in the application.
Standard controls such as the following are displayed on many pages:
The Show drop-down menu:
To filter the items in a list, click the down arrow next to the drop-down menu.
The page number control:
To navigate to another page of listed items in a multipage listing, click the page number.
The Back button:
The Next Step button:
Use these buttons instead of the browser forward and back keys to ensure you do not lose any unsaved work.