CSM Desktop Client Menu Bar

Use the CSM Desktop Client menu bar to access common CSM operations.

The CSM Desktop Client menu bar is located at the top of the main window.

The Actions menu option is displayed only if it is configured in CSM Administrator.

File Menu

Action	Description
New	Creates a new record (example: Incident).
Save	Saves the active record.
Abandon	Abandons changes to the active record.
Delete	Deletes the active record.
Print	Prints the active pane.
Print Grid	Prints the active grid.
Export Grid	Exports the active grid to the following formats: .csv .html .txt .rtf .xml
Send E-mail	Creates an email to send.
E-mail Current Customer	Creates an email to send to the active customer.
New Window	Launches a new CSM window.
Logout	Logs you out of the CSM Desktop Client.
Close	Closes the CSM Desktop Client.

Edit Menu

Action	Description
Undo	Cancels the last operation.
Redo	Repeats the last operation.
Cut	Moves the selected item to the clipboard, where you can paste the item into a new location.
Copy	Copies the selected item to the clipboard, where you can paste the item to a new location.
Paste	Inserts an item from the clipboard.
Show Legal Values	Displays a list of legal values (for Lookup fields only).
Refresh	Refreshes the active record.
Zoom	Zoom the field into a larger window.
Unlock	Releases the lock (unlocks) the active record.
User Locks	Opens the Record Locking Manager, where you can view and release any/all locked records.

View Menu

Action	Description
Task Pane	Displays/hides the Task pane. For more information, see CSM Desktop Client Task Pane.
Knowledge	Displays/hides the Knowledge pane. For more information, see CSM Desktop Client Knowledge Pane.
Navigation (window)	Displays the default dashboard and navigates back/forward through the session history.
Record (Navigation)	Navigates through the current record set.

Searching Menu

Action	Description
Search Manager	Opens the Search Manager, where you can run and manage saved searches.
Quick Search Builder	Opens the Quick Search window, where you can build a quick search.
Edit Current Search	Opens the Edit Search window, where you can change the parameters of the active search.
Save Current Search As	Saves the active search as a saved search that you can use again later.
MRU list	Lists the MRU (Most Recently Used) items. For more information, see Configure User General Settings.
Install PowerBI Data Connector	Installs the Power BI Data Connector to use with third-party reporting tools. For more information, see Using Search Data with Third-Party Reporting Tools.

Note: If a Business Object has been previously applied to your system as part of a Protected mApp™ Solution:

You see a shield icon next to each content-protected search.
You can't edit or delete a content-protected search.
See Protected mApp Solutions.

One-Step™ Action Menu

Action	Description
One-Step Action Manager	Opens the One-Step Manager, where you can run and manage One-Step Actions.
One-Step Action Blocks	Opens the Action Block Manager.
MRU list	Lists the most recently used (MRU) One-Step Actions.

Customer Menu

Action	Description
Contact Manager	Opens the Contact Manager, where you can view and manage customer records.
Current Info	Displays the current customer's information.
Config Items	Displays the current customer's configuration Items. For more information, see About the Configuration Management Database (CMDB).

Action

Description

Contact Manager

Opens the Contact Manager, where you can view and manage customer records.

Current Info

Displays the current customer's information.

Config Items

Displays the current customer's configuration Items.

For more information, see About the Configuration Management Database (CMDB).

Dashboards Menu

Action	Description
Dashboard Manager	Opens the Dashboard Manager, where you can view and manage dashboards.
Edit <current Dashboard>	Opens the Dashboard Editor, where you can edit the current dashboard. For more information, see Dashboard Editor.
Set <current Dashboard> as default	Changes the current dashboard to be the user default.
Focus on Dashboard	Sets focus on the current dashboard view.
Widget Manager	Opens the Widget Manager, where you can manage widgets.
Metric Manager	Opens the Metric Manager, where you can manage metrics.
Color Palette Manager	Opens the Color Palette Manager, where you can manage color palettes.
Heads-up Display	Opens the Heads-Up Display (HUD) in a new window. For more information, see Heads-Up Display (HUD).
MRU list	Lists the most recently used (MRU) Dashboards.

Tools Menu

Action	Description
CMDB	Opens the CMDB Interface, where you can manage Configuration Items (CIs). For more information, see CMDB Interface.
Queues	Opens the Queue Manager, where you can manage queues.
Knowledge	Opens the Knowledge Pane, where you can search configured knowledge sources. For more information, see CSM Desktop Client Knowledge Pane.
Reports	Opens the Report Manager, where you can run and manage reports.
Calendars	Displays the default (Main) calendar. Also displays an option to open the Calendar Manager, where you can view and manage calendars.
Visualizations	Displays the default Visualization. Also displays an option to open the Visualization Manager, where you can view and manage visualizations.
Attachments	Opens the Attachment Manager, where you can view and manage attachments.
Current Record Automation Processes	Displays Automation Processes for the current record. For more information, see View Automation Processes for a Single Record.
Table Management	Opens the Table Management interface, where you can manage Lookup Table values. For more information, see Table Management Interface.
Options	Opens the Options window, where you can configure personal settings (example: general, display, task pane/search control, dashboard/HUD/calendar, user information, and email). For more information, see Configure User Settings.
Network Health Check	Runs the Network Health Check, which tests to validate network speed and connectivity. For more information, see Network Health Check.

Actions Menu

If configured, an additional Actions menu is available when a record is displayed in the Main Pane (example: The Incident Actions menu item displays when an Incident is active). The actions are defined as part of the Business Object definition in CSM Administrator.

Action	Description
Quick Templates	Displays a list of available quick templates (example: Reset Password).

Localization Menu

Action	Description
Culture Quick Swap (CTRL+W)	Switch between the preferred culture and the last selected culture.
Preferred Culture (CTRL+D)	Switch to the preferred culture.
Previous Culture (CTRL+L)	Switch to the last culture you selected.

Help Menu

Action	Description
Contents	Opens the online help.
Reload Definitions	Reloads all definitions.
Current Field Information	Displays properties for the active field (example: Name, type, description, search properties, required or not, validation, and field ID).
Report Error	Opens the Report Error window so you can report an error to Cherwell.
System Analyzer	Opens the System Analyzer, where you can track behind-the-scenes operations in a live environment directly from the CSM Desktop Client.
About	Displays information about CSM (version, copyright, licensing details, and contact information).