Use the left navigation to open the main areas of Between Core and the top navigation for company-wide actions.
Open an area of Core
Select Dashboard or another area from the left navigation.
When an item has an arrow, select it to show its related pages and then select the page you need.
Use the highlighted navigation item to see which area is currently open.
On a narrow screen, select the menu icon in the top-left corner to show or hide the navigation.
The navigation shows the areas available for the selected company and your account.
Start a common task
Select or point to Create near the top of the left navigation.
Choose the available customer, lead, quote, job, or order action.
Complete the form that opens.
You can also open the relevant area first and create the item from its overview page.
Use the top navigation
Use the company selector to change the company you are working in.
Enter a name or number in the search field to find supported records across Core.
Select the bell icon to open Notifications.
Select Support to open the support Messenger.
Select your name or profile image to open Profile, change Language, read Release Notes, or Logout.
Changing company refreshes the available data and navigation for that company.