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.

Browser Main Client Window

  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.