Browser Client Menu Bar

Use the Browser Client menu bar to access CSM features, such as searches, One-Step Actions, and email.

Browser Client Menu Bar

Table 1. Home
Action Description
Home Open the default dashboard.
Table 2. New
Action Description
New Create a new record (example: New Config - Mobile Device).
Table 3. Searches
Action Description
Search Manager Open the Search Manager, where you can run saved searches.
Quick Search Builder Open the Quick Search Builder, where you can create a quick search.
Queues Open the Queues menu, including the Queue Manager and Most Recently Used (MRU) queues.
Table 4. One-Steps
Action Description
One-Step Manager Open the One-Step Manager, where you can run One-Step Actions.
Recent Unassociated One-Steps Run the Most Recently Used (MRU) One-Step Actions.
Table 5. Email
Action Description
Send Email Open the Email Message window so you can create and send emails.
Note: An email account must first be set up and given security rights.
Email Current Customer Open the Email Message window to create and send emails to a customer's email address from your current page (example: an Incident record or Problem record). The To line is automatically populated with this address, and you are alerted if there is no active customer on the record.
Table 6. Dashboards
Action Description
Home Return to the default dashboard.
Dashboard Manager Open the Dashboard Manager, where you can view dashboards.
MRU See the Most Recently Used (MRU) dashboards.
Table 7. Pages
Action Description
Pages Manager Open the HTML Page Manager, where you can view HTML pages.
MRU See the Most Recently Used (MRU) Pages.
Table 8. Reports
Action Description
Report Manager Open the Report Manager, where you can run reports.
MRU See the Most Recently Used (MRU) Reports.
Table 9. Visualizations
Action Description
Visualization Manager Open the Visualization Manager, where you can run visualizations.
Config Visualization Open the Configuration Map Visualization.
MRU See the Most Recently Used (MRU) visualizations.
Table 10. Calendars
Action Description
Calendar Manager Open the Calendar Manager, where you can run calendars.
Main Calendar Open the main calendar, which is configured in CSM Administrator.
MRU Lists the Most Recently Used (MRU) calendars.
Table 11. Tools
Action Description
Contact Manager Open the Contact Manager, where you can view and manage customer records.
Table Management Open the Table Management interface, where you can manage Lookup Table values. For more information, see Table Management interface.
CMDB Open the CMDB interface, where you can manage Configuration Items (CIs).
Network Health Check

If configured, runs the Network Health Check, a test to validate network speed and connectivity.

For more information, see Network Health Check.