Browser Client Menu Bar

Options in the Browser Client menu bar are described below.

Browser Client Menu Bar

Table 1. Home
Action Description
Home Opens the default home Dashboard.
Table 2. New
Action Description
New Creates a new record (example: New Config - Mobile Device).
Table 3. Searches
Action Description
Search Manager Opens the Search Manager, where you can run Saved Searches.
Quick Search Builder Opens the Quick Search Builder, where you can create a Quick Search.
Queues Opens the Queues menu, including the Queue Manager and Most Recently Used (MRU) Queues.
Table 4. One-Steps
Action Description
One-Step Manager Opens the One-Step Action Manager, where you can run One-Step Actions.
Recent Unassociated One-Steps Runs the Most Recently Used (MRU) One-Step Actions.
Table 5. E-mail
Action Description
Send E-mail Opens the E-mail Message window to create and send e-mails directly from the CSM Browser Client.
An e-mail account must first be set up and given security rights in order to send an e-mail. See Send an E-mail from Within CSM.
E-mail Current Customer Opens the E-mail Message window to create and send e-mails to a Customer's e-mail address from your current page (An Incident record, Problem record, etc.). The To line is automatically populated with this address, and an error will open if there is no active Customer on the record.
Table 6. Dashboards
Action Description
Home Directs you back to the default Home Dashboard.
Dashboard Manager Opens the Dashboard Manager, where you can view Dashboards.
MRU Lists the Most Recently Used (MRU) Dashboards.
Table 7. Pages
Action Description
Pages Manager Opens the HTML Page Manager, where you can view HTML Pages.
MRU Lists the Most Recently Used (MRU) Pages.
Table 8. Reports
Action Description
Report Manager Opens the Report Manager, where you can run Reports.
MRU Lists the Most Recently Used (MRU) Reports.
Table 9. Visualizations
Action Description
Visualization Manager Opens the Visualization Manager, where you can run Visualizations.
Config Visualization Opens the Configuration Map Visualization.
MRU Lists the Most Recently Used (MRU) Visualizations.
Table 10. Calendars
Action Description
Calendar Manager Opens the Calendar Manager, where you can run Calendars.
Main Calendar Opens the Main Calendar.
This is configured in CSM Administrator. For more information, refer to the Calendars documentation.
MRU Lists the Most Recently Used (MRU) Calendars.
Table 11. Tools
Action Description
Contact Manager Opens the Contact Manager, where you can view and manage Customer Records.
Table Management Opens the Table Management interface, where you can manage Lookup Table values.
CMDB Opens the CMDB interface, where you can manage Configuration Items (CIs).
The Browser Client menu bar collapses into a hamburger menu on mobile screens and browser windows sized below 768 pixels.