A typical main menu changes from system to system. In this example, we have a series of buttons with the Contact Management option highlighted.

These menu buttons can change depending on login. A manager may want to see all these buttons, while the sales department may need fewer.

On the right of the screen is a section called ‘My Bookmarks’. We created this feature so that any record in the system be it a docket, contact, or letter can be ‘bookmarked’ by an individual.

When they log into the system, they can see the items they have personally bookmarked, click on it, and be taken directly to the item.

At the bottom of the screen we have a place for ‘My approval requests’. One of our clients required that management approve all proposals and estimates; people logging in could see the status of the proposal/estimate they had created.

Other clients have wanted timesheet entry on the main menu, the choice is up to you.