Main Menu


  • The navigation toggle on the top ( ≡ ) is used to minimize the menu screen and expand your work surface and vice versa.
  • You can click on the ( + ) to quickly add an item.
  • The search bar inside of the Main Menu is a global search field. Since it is a global search method, it might return many results. It is recommended you choose your specific section from below, e.g. Insureds, and search for the desired term in that screen. That way, your results would be limited to your to that section,  Insureds data in this example.
  • Some of the menu items will show a number next to them to signify an action due or a recent change. 
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