Browser Client Menu Bar

One of the ways to navigate the Browser Client is via the Menu bar. Use the Browser Client Menu bar to access common CSM operations.

The menu bar is located at the top of the CSM Browser Main window and includes the following menus.

Home Menu

Action Description
Home Browser Home Icon Directs Users back to the default Home Dashboard.

New Menu

Browser Client New Menu Drop-Down

Action Description
New Creates a new record (ex: Incident).

Searches Menu

Browser Client Searches Drop-down

Action Description
Search Manager Opens the Search Group Manager, where you can run saved searches (Search Groups).
Quick Opens the Quick Search Builder, where you can create a Quick Search.
Queues Opens access to Search Queues.
MRU Lists the Most Recently Used (MRU) Searches.

One-Steps Menu

Browser Client One-Steps Menu Drop-Down

Action Description
One-Step Manager Opens the One-Step Manager, where you can run One-Steps.
Recent Unassociated One-Steps Runs the Most Recently Used (MRU) One-Steps.

E-mail Menu

Browser Client E-mail Menu Drop-Down

Action Description
Send E-mail

Opens the E-mail Message window to create and send e-mails directly from the CSM Browser Client.

Note: An e-mail account must first be set up and given security rights in order to send an e-mail. See Send an E-mail from Within CSM.

E-mail current customer Opens the E-mail Message window to create and send e-mails to a Customer's e-mail address from your current page (ex: From an Incident Record). The To line is automatically populated with this address, and an error will open if there is no active Customer on the record.

Dashboards Menu

Browser Client Dashboards Drop-Down

Action Description
Home Home Button Directs you back to the default Home Dashboard.
Dashboard Manager Opens the Dashboard Manager, where you can view Dashboards.
MRU Lists the Most Recently Used (MRU) Dashboards.

Pages Menu

Browser Client Pages Drop-Down

Action Description
Pages Manager Opens the HTML Page Manager, where you can view HTML Pages.
MRU Lists the Most Recently Used (MRU) Pages.

Reports Menu

Browser Client Reports Drop-Down

Action Description
Report Manager Opens the Report Manager, where you can run Formal Reports.
MRU Lists the Most Recently Used (MRU) Reports.

Visualizations Menu

Browser Client Visualization Drop-down Menu

Action Description
Visualization Manager Opens the Visualization Manager, where you can run Visualizations.
Config Visualization Opens the Configuration Map Visualization.
MRU Lists the Most Recently Used (MRU) Visualizations.

Calendars Menu

Browser Client Calendars Dropdown Menu

Action Description
Calendar Manager Opens the Calendar Manager, where you can run Calendars.
Main Calendar

Opens the Main Calendar.

Note: This is configured in CSM Administrator. For more information, refer to the Calendars documentation.

MRU Lists the Most Recently Used (MRU) Calendars.

Tools Menu

Browser Client Tools Dropdown Menu

Action Description
Contact Manager Opens the Contact Manager, where you can view and manage Customer Records.
Table Management Opens the Table Management interface, where you can manage Lookup Table values.
CMDB Opens the CMDB interface, where you can manage Configuration Items (CIs).
Browser Client Menu Bar

One of the ways to navigate the Browser Client is via the Menu bar. Use the Browser Client Menu bar to access common CSM operations.

The menu bar is located at the top of the CSM Browser Main window and includes the following menus.

Home Menu

Action Description
Home Browser Home Icon Directs Users back to the default Home Dashboard.

New Menu

Browser Client New Menu Drop-Down

Action Description
New Creates a new record (ex: Incident).

Searches Menu

Browser Client Searches Drop-down

Action Description
Search Manager Opens the Search Group Manager, where you can run saved searches (Search Groups).
Quick Opens the Quick Search Builder, where you can create a Quick Search.
Queues Opens access to Search Queues.
MRU Lists the Most Recently Used (MRU) Searches.

One-Steps Menu

Browser Client One-Steps Menu Drop-Down

Action Description
One-Step Manager Opens the One-Step Manager, where you can run One-Steps.
Recent Unassociated One-Steps Runs the Most Recently Used (MRU) One-Steps.

E-mail Menu

Browser Client E-mail Menu Drop-Down

Action Description
Send E-mail

Opens the E-mail Message window to create and send e-mails directly from the CSM Browser Client.

Note: An e-mail account must first be set up and given security rights in order to send an e-mail. See Send an E-mail from Within CSM.

E-mail current customer Opens the E-mail Message window to create and send e-mails to a Customer's e-mail address from your current page (ex: From an Incident Record). The To line is automatically populated with this address, and an error will open if there is no active Customer on the record.

Dashboards Menu

Browser Client Dashboards Drop-Down

Action Description
Home Home Button Directs you back to the default Home Dashboard.
Dashboard Manager Opens the Dashboard Manager, where you can view Dashboards.
MRU Lists the Most Recently Used (MRU) Dashboards.

Pages Menu

Browser Client Pages Drop-Down

Action Description
Pages Manager Opens the HTML Page Manager, where you can view HTML Pages.
MRU Lists the Most Recently Used (MRU) Pages.

Reports Menu

Browser Client Reports Drop-Down

Action Description
Report Manager Opens the Report Manager, where you can run Formal Reports.
MRU Lists the Most Recently Used (MRU) Reports.

Visualizations Menu

Browser Client Visualization Drop-down Menu

Action Description
Visualization Manager Opens the Visualization Manager, where you can run Visualizations.
Config Visualization Opens the Configuration Map Visualization.
MRU Lists the Most Recently Used (MRU) Visualizations.

Calendars Menu

Browser Client Calendars Dropdown Menu

Action Description
Calendar Manager Opens the Calendar Manager, where you can run Calendars.
Main Calendar

Opens the Main Calendar.

Note: This is configured in CSM Administrator. For more information, refer to the Calendars documentation.

MRU Lists the Most Recently Used (MRU) Calendars.

Tools Menu

Browser Client Tools Dropdown Menu

Action Description
Contact Manager Opens the Contact Manager, where you can view and manage Customer Records.
Table Management Opens the Table Management interface, where you can manage Lookup Table values.
CMDB Opens the CMDB interface, where you can manage Configuration Items (CIs).
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