The Home Screen
Objective: Learn some of the key components of Probatum's Home Screen.
The Home screen is the first to appear when logging into Probatum. You will notice a Toolbar at the top, a Menu with navigation options on the left, as well as the Client List in the main portion of the screen.
The Toolbar at the top has two buttons: Apps and User Options. Clicking the apps button allows you to open Reports and Organization Management. These will be covered in later tutorials. Clicking User Options allows you access to Account Settings and Help, and gives you the option to sign out of Probatum.
The Menu on the left allows you to navigate around the Home Screen. The items found on the side menu are Clients, Cases, and Contacts. We'll look at each of these individually in later tutorials.
Navigating away from the home screen will simply launch a new tab in your web browser, allowing you to return to the home screen at anytime and have multiple clients or cases open at once.
In this section: