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Version: 1.27.0

User Interface

In SimpleOne, the interface combines the best user experience and modern design guidelines, allowing users to interact with the system in a clear and convenient way.

Depending on the roles assigned to a particular user, they can work via the Self-Service Portal or via the agent interface.

Get acquainted with the main working areas of the SimpleOne agent interface:

  1. Menu Search – find the necessary category or category item using the filter bar.
  2. Navigation Menu – browse and manage categories and category items; save the desired ones to the Favorites menu.
  3. Global Search – search the information you need by the indexed fields throughout the SimpleOne system.
  4. User Profile Menu – manage your profile activity in SimpleOne.
  5. Preferences – use personal settings to customize your SimpleOne program workspace.
  6. Main Area – work with lists and forms to manage your system.

User interface

This is the main menu of the SimpleOne system. The Navigation menu items are logically grouped into categories. Select a particular category or item to navigate to a page with data you need.

Categories and items to which you navigate most can be added as Favorites to provide quick access.

Dynamic menu​

The Dynamic menu is a special navigator element that works as the entry point to a separate submenu. Categories and items of such a menu are formed based on the specified table data.

The Menu search allows you to quickly find menu categories or menu items you want.

To apply the search query, start typing the words or word fragments in the text field. The Navigation menu with the applied filter displays the categories and category items which names match the condition.

Favorites​

The Favorites functionality provides quick access to the frequently used categories (including their child categories), child categories (including their items but not the parent category), category items, and also filters.

The list of favorite items is available on the Favorites tab marked with the star icon .

To add a category, child category, or category item to Favorites, click the star icon next to it. Also, you can add a filter of the list view that was prepared earlier to the Favorites. To do so, just drag and drop it to the Favorites navigation tab.

There are two ways to delete a category, category item or filter from Favorites:

  • When you are in Favorites, click icon in front of the desired item. Applicable for categories, category items, and filters.
  • When you are on the Categories tab, clear the star icon for the item you want to delete from Favorites