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CSM Desktop Client Menu Bar

Use the CSM Desktop Client menu bar, located at the top of the main window, to access common CSM operations.

CSM Menu Bar

If configured, an Actions menu also appears when a record is displayed in the Main Pane (ex: The Incident Actions menu item displays when an Incident is active). The Actions are defined as part of the Business Object definition in CSM Administrator.

File Menu

Action

Description

New

Creates a new record (ex: Incident).

Save

Saves the active record.

Abandon

Abandons changes to the active record.

Delete

Deletes the active record.

Print

Prints the active pane.

Print Grid

Prints the active Grid.

Export Grid

Exports the active Grid to the following formats:

  • .csv
  • .html
  • .txt
  • .rtf
  • .xml

E-mail

Creates an e-mail to send.

E-mail Current Customer

Creates an e-mail to send to the active Customer.

New Window

Launches a new CSM window.

Logout

Logs you out of the CSM Desktop Client.

Close

Closes the CSM Desktop Client.

Edit Menu

Action

Description

Undo

Cancels the last operation.

Redo

Repeats the last operation.

Cut

Moves the selected item to the clipboard, and then paste the item into a new location.

Copy

Copies the selected item to the clipboard, and then paste the item to a new location.

Paste

Inserts an item from the clipboard.

Show Legal Values

Displays a list of legal values (for Lookup Fields only).

Refresh

Refreshes the active record.

Zoom

Zoom the Field into a larger window.

Unlock

Releases the lock (unlocks) the active record.

User Locks

Opens the Record Locking Manager, and then view and release any/all locked records.

View Menu

Action

Description

Quick Search

Displays/hides the Quick Search Pane.

Task Pane

Displays/hides the Task Pane.

Knowledge

Displays/hides the Knowledge Pane.

Navigation (window)

Displays the default (Home) Dashboard and navigates back/forward through the session history.

Record (Navigation)

Navigates through the current record set.

Searching Menu

Action

Description

Search Manager

Opens the Search Group Manager, and then run and manage saved searches (Search Groups).

Quick Search Builder

Opens the Quick Search window, and then build a Quick Search.

Edit Current Search

Opens the Edit Search window, and then change the parameters of the active search.

Save Current Search As

Saves the active search as a saved search to use again later.

MRU list

Lists the most recently used (MRU) searches.

One-Step Menu

Action

Description

One-Step Manager

Opens the One-Step Manager, and then run and manage One-Steps.

MRU list

Lists the most recently used (MRU) One-Steps.

Customer Menu

Action

Description

Contact Manager

Displays the Contact Manager, and then access Customer Records.

Current Info

Displays the current Customer's information.

Config Items

Displays the current Customer's Configuration Items.

Dashboards

Action

Description

Dashboard Manager

Opens the Dashboard Manager, and then view and manage Dashboards.

Edit <current Dashboard>

Opens the Dashboard Editor, and then edit the current Dashboard.

Set <current Dashboard> as default

Changes the current Dashboard to be the User default.

Widget Manager

Opens the Widget Manager, and then manage Widgets.

Metric Manager

Opens the Metric Manager, and then manage Metrics.

Heads-up Display

Opens the Heads-Up Display (HUD) in a new window.

MRU list

Lists the most recently used (MRU) Dashboards.

Tools Menu

Action

Description

CMDB

Display the Configuration Management Database.

Queues

Opens the Queue Manager, and then manage Queues.

Knowledge

Opens the Knowledge Pane, and then search configured Knowledge Sources.

Reports

Opens the Report Manager, and then run and manage Formal Reports.

Calendars

Displays the default (Main) Calendar. Also displays an option to open the Calendar Manager, where you can view and manage Calendars.

Visualizations

Displays the default Visualization. Also displays an option to open the Visualization Manager, and then view and manage Visualizations.

Attachments

Opens the Attachment Manager, and then view and manage Attachments.

Current Record Automation Processes

Displays Automation Processes for the current record.

Table Management

Opens the Table Management window, and then manage Lookup values.

Options

Opens the Options window, and then configure personal settings (ex: General, Display, Task Pane/Search Control, Dashboard/HUD/Calendar, User information, and E-mail).

Actions Menu

This menu varies by record type and appears only when a record is open. The following table shows Incident menu bar items.

Action

Description

Quick Templates

Displays a list of available Quick Templates (ex: Reset Password).

Help Menu

Action

Description

Contents

Displays online help (<F1>).

Reload Definitions

Reloads all definitions without requiring the application to be shut down.

Current Field Information

Displays properties for the active Field (ex: Name, type, description, search properties, required or not, validation, and Field ID).

Report Error

Opens the Report Error window, and then report an error Cherwell tech support.

System Analyzer

Opens the System Analyzer, and then track behind-the-scenes operations in a live environment directly from the CSM Desktop Client

About

Display information about CSM (version, copyright, licensing details, and contact information).

See Also

Tour the CSM Desktop Client User Interface

CSM Desktop Client Main Window

CSM Desktop Client Search Control

CSM Desktop Client Toolbar

CSM Desktop Client Task Pane

CSM Desktop Client Main Pane

CSM Desktop Client Knowledge Pane

CSM Desktop Client Search