The bar on the left lets you navigate through pages.
Open the sidebar using the X in the top left corner. If you are on mobile or tablet this icon is displayed as a hamburger icon. You can close the sidebar by using the hamburger.
Settings, Full Screen Mode and Logout buttons are in the footer of the Sidebar Navigation.
The search field is located at the top of the Sidebar. Here you can do a global search for Users, Customers or Locations. If you are searching for customer data it's best to use the search bar and filters in Donor Manager.
The header bar is found on every page and hosts your notifications alert, personal settings and the calendar.
If there is a number on your bell, it means you have an unread notification. Hovering over the bell opens a drop down bar with new and recent notifcations. Click on the message you wish to read or choose "view all notifications" at the bottom of the list to open the notification page. You can learn more about sending notifications to other users in the Donor Manager chapter.
User Settings and Profile
To access your personal settings, click your profile picture in the top menu bar of any page.
- Account Settings: Clicking Account Settings pulls in a window on the right. Use the input boxes to change passwords, edit credentials and view your timesheets. Always remember to click save before you leave the page.
- Sync Data: If you are using the donate page in off-line mode, click Sync Data when you have an internet connection and all data saved on your device will be updated in Floodgate. Learn more about off-line mode in the #Donate chapter.
TIP: App and Campaign Settings are accessed in the menu bar for users with access. To read about user access levels, go #here. Or see Campaign settings to set up a new campaign.
The last icon in the header bar is the calendar icon. By default it is always be set to todays date. Clicking on the icon pulls in the full calendar window on the right. Click on the days of the calendar to choose your date or date range by day, week or month or enter a custom date range in the boxes below.
For a more in-depth look at calendar, read this.