Understanding the Navigation Menu

Learning Team

Overview

Practifi apps organize their pages into menus that help you find the specific data you need. These pages are accessed from the main navigation menu, located next to the app's name, and from the App Launcher in the upper-left section of the page. Click the caret to see the set of available pages.

The home page is a standard page in every app's navigation menu, but this article will focus on the other available pages. App pages contain either Practifi record tables or Salesforce features, and we'll explore both in more detail below.

Adding Items to the Navigation Menu
Using Directories
Accessing Standard Salesforce Features

Adding Items to the Navigation Menu

You can customize the list of pages available from the navigation menu so the pages you use most are within easy reach. To add or reorder items, do the following steps:

Click Edit at the bottom of the navigation menu.
In the Edit App Navigation Items window, click the Add More Items button to search for items by name.
Within the edit window, you can also drag and drop menu items to change their order in the navigation menu.
When you are finished making changes, click Save.

Please note: The navigation menu displays up to 16 items at a time. For these items to appear correctly, your full list must include a minimum of entries (typically around 27), so we recommend adding 11 or 12 additional items at the bottom of your list. Any items beyond the first 16 won't be visible in the drop-down.

Using Directories

Record table pages are where you'll search for records that meet a broad set of criteria, such as My Active Clients or My Open Deals. By contrast, the record tables typically displayed on the home page reflect more precise criteria. Remember that the pages available to each user and the record tables appearing on those pages depend on the app they're using; for example, an advisor can access Services and Processes. A marketing team member can access Campaigns. But some pages, such as Directory, Clients, and Tasks, appear in every app.

The above example highlights the Directory page in the Advisor app, and My Key Entities is selected in the page view selector. The teal drop-down menu in the side panel determines what filters are available below it and what records appear to the right in the record table. Once the relevant filters have been added, they can be hidden by using the orange collapse button on the edge of the side panel to focus on the visible records. As with the Home page tables, row and mass actions are also supported here.

The Directory is likely to be a part of a regular page rotation: it brings together all the households, organizations, and individuals in a user's network into a single place, displaying contact details alongside the free-form Topics assigned to them, such as "VIP" or "Malbec fan," and how the firm formally defines their relationship, such as client or prospect. To learn more about managing these formal and informal ways of classifying households, organizations, and individuals, please review the following article: Managing Households, Organizations & Individuals.

Accessing Standard Salesforce Features

The Calendar, Chatter, Reports, and Dashboards pages are included in every Practifi app and represent a suite of powerful capabilities built on Salesforce's Lightning platform, on which Practifi is based.

Calendar

The calendar provides a view of all past, current, and future events related to records that a user owns or services. The example below breaks down all the features in this menu:

Scroll from month to month to see a user's schedule months or even years in advance. Too much to take in? Collapse the side panel and focus on the week or day ahead.
Select which calendars appear in the main calendar pane below the month viewer from this section. Initially, we only see My Calendar, although other team members will appear here as they share their calendars and vice versa.
Refresh the calendar pane to see any newly created or updated events.
Change the display settings to a standard day, week, or month calendar view, an availability view that shows all calendars side by side for the day, or all events as a table.
Create a new event by clicking this button. The new record page contains the full set of available fields for an event (unlike the compact layout used by global actions and the activity timeline found on record pages). It doesn't pre-populate them with data (unlike the activity timeline).

For more information about the calendar, please refer to this Salesforce help article.

Reports and Dashboards

While Practifi comes with some reports out of the box, dashboards are not currently included. The Report and Dashboard Builder, however, makes creating personalized charts & tables a breeze. Team members will require specific system permissions to create reports and dashboards. If permissions need to be extended for any users, please reach out to the system administrators. To explore all the features it offers, we recommend completing this training module produced by Salesforce to understand its capabilities.

Chatter

Keep up to date with the latest goings-on in the firm through the Chatter page, which generally takes all the posts made on record feeds or within the company and presents them as a set of curated views: What I Follow, To Me, Bookmarked, and Company Highlights. Team members can make their own posts, like, comment, and mention other team members, and even create collaboration groups where they can share posts, files, and more. For more information on how Chatter works within Salesforce and Practifi, please consult this overview.