Quick Reference – Glossary & Icons

Appears on the top left of your screen and by hovering your mouse over it, the main menu opens. Users can navigate to sub-menus from the modules.

Find all open records, grouped by Unit.
e.g. when Mailbox is open, all open emails appear underneath.
Click on the “x” button to close every open item.

You can mark the most-frequently-used Units as Favourites, by clicking on the star button next to every Unit. You can easily access them through the Favourite Apps section.

A shortcut to the quick add menu, which allows users to add objects e.g. contacts, accounts, tasks, or perform actions e.g. create an email, run a process, or initiate an application.

User Apps such as notifications, contacts, events, mailbox, notes, wikis etc.

Packages include the modules Accounting, Accounting Automation, Custom Apps, Document Automation, HR Automation, Process Intelligence, Project Automation, Sales Automation and Survey Automation. Custom Apps include all custom applications that were built with App Builder. Access in the applications is granted according to the user’s access rights.

Tasks include the modules Calendar, Tasks, Other Task Reports and Timesheet.

My Company App includes System Administration, Data Management and Business Architecture and Business Performance features.

These features are visible to system administrators and users which the Admin package from the application rights is activated for.

In the App Factory, you can access the features for Application Builder,  Application Integration, RPA& AI/ML features, Process Automation and Apps Marketplace.

In Processes, you can access the units All Processes, Email Automation Configuration, Issues, Process Templates and Scheduling.

My Activities include the Absence and Employee Request and generic Task units.

Add items and objects e.g. Skills, Processes, Tasks, etc.

Add comments in objects e.g. Accounts, Topics, Personnel, etc.

It is found in the file attachments area and allows a URL upload to an object.

View the summary information (in a process, etc.) in full view mode to display detailed information.

Every user that has access to the unit Translations, by clicking on this tab will be able to translate a word in a specific unit the time they see it. That is because one word may have different meanings in different parts.

By clicking on this button, every user has access to Comidor News, instructions on how to perform several actions, such as create an app, design a workflow etc., as well as some useful videos.

Every user can now create an application quickly and easily in four simple steps.

• Save – save the current input and return to the previous screen
• Save and New – save the current input and open the form again to create a new item
• Save and Notify – save the current input and notify both internal  (internal notifications)  and external users (via external emails – email connection is required) 
• Cancel – discard the current input and return to the previous screen

Select and perform different functions e.g. link, notify, email, delete, print, etc.

Display options and allow users to select those options e.g. data to display for reports, change folder categorization in tables.