Browser Client Main Window

The Browser Client main window is simplified compared to the CSM Desktop Client, but most of the same features are available.

1. Account Information: Displays login and user/company information.
2. Menu bar: Displays drop-down menus for features and functions within the Browser Client. The menu bar collapses into a hamburger menu on mobile screens and browser windows sized below 768 pixels.
3. Search Control: Allows Users to run quick searches and specific record searches.
4. Toolbar: Displays available actions and operations within the main pane and within records.
5. Main pane: Displays dashboards, records, reports, and search results.

Item Managers are opened from the menu bar. To open a Manager, select a menu (example: Dashboards), and then select [Item] Manager.