CSM Desktop Client Menu Bar
Use the CSM Desktop Client menu bar, located at the top of the main window, to access common CSM operations.
These menu options appear only if they have been configured in
CSM Administrator:
- Actions
- Localization
File Menu
| Action | Description |
|---|---|
| New | Creates a new record (ex: Incident). |
| Save | Saves the active record. |
| Abandon | Abandons changes to the active record. |
| Delete | Deletes the active record. |
| Prints the active pane. | |
| Print Grid | Prints the active Grid. |
| Export Grid |
Exports the active Grid to the following formats:
|
| Send E-mail | Creates an e-mail to send. |
| E-mail Current Customer | Creates an e-mail to send to the active Customer. |
| New Window | Launches a new CSM window. |
| Logout | Logs you out of the CSM Desktop Client. |
| Close | Closes the CSM Desktop Client. |
Edit Menu
| Action | Description |
|---|---|
| Undo | Cancels the last operation. |
| Redo | Repeats the last operation. |
| Cut | Moves the selected item to the clipboard, where you can paste the item into a new location. |
| Copy | Copies the selected item to the clipboard, where you can paste the item to a new location. |
| Paste | Inserts an item from the clipboard. |
| Show Legal Values | Displays a list of legal values (for Lookup Fields only). |
| Refresh | Refreshes the active record. |
| Zoom | Zoom the Field into a larger window. |
| Unlock | Releases the lock (unlocks) the active record. |
| User Locks | Opens the Record Locking Manager, where you can view and release any/all locked records. |
View Menu
| Action | Description |
|---|---|
| Task Pane | Displays/hides the Task Pane. |
| Knowledge | Displays/hides the Knowledge Pane. |
| Navigation (window) | Displays the default (Home) Dashboard and navigates back/forward through the session history. |
| Record (Navigation) | Navigates through the current record set. |
Searching Menu
| Action | Description |
|---|---|
| Search Manager | Opens the Search Group Manager, where you can run and manage saved searches (Search Groups). |
| Quick Search Builder | Opens the Quick Search window, where you can build a Quick Search. |
| Edit Current Search | Opens the Edit Search window, where you can change the parameters of the active search. |
| Save Current Search As | Saves the active search as a saved search that you can use again later. |
| MRU list | Lists the MRU (Most Recently Used) items. |
One-Step Action Menu
| Action | Description |
|---|---|
| One-Step Action Manager | Opens the One-Step Manager, where you can run and manage One-Step Actions. |
| MRU list | Lists the most recently used (MRU) One-Step Actions. |
Customer Menu
| Action | Description |
|---|---|
| Contact Manager | Opens the Contact Manager, where you can view and manage Customer Records. |
| Current Info | Displays the current Customer's information. |
| Config Items | Displays the current Customer's Configuration Items. |
Dashboards Menu
| Action | Description |
|---|---|
| Dashboard Manager | Opens the Dashboard Manager, where you can view and manage Dashboards. |
| Edit <current Dashboard> | Opens the Dashboard Editor, where you can edit the current Dashboard. |
| Set <current Dashboard> as default | Changes the current Dashboard to be the User default. |
| Widget Manager | Opens the Widget Manager, where you can manage Widgets. |
| Metric Manager | Opens the Metric Manager, where you can manage Metrics. |
| Color Palette Manager | Opens the Color Palette Manager, where you can manage color palettes. |
| Heads-up Display | Opens the Heads-Up Display (HUD) in a new window. |
| MRU list | Lists the most recently used (MRU) Dashboards. |
Tools Menu
| Action | Description |
|---|---|
| CMDB | Opens the CMDB interface, where you can manage Configuration Items (CIs). |
| Queues | Opens the Queue Manager, where you can manage Queues. |
| Knowledge | Opens the Knowledge Pane, where you can search configured Knowledge Sources. |
| Reports | Opens the Report Manager, where you can run and manage Reports. |
| Calendars | Displays the default (Main) Calendar. Also displays an option to open the Calendar Manager, where you can view and manage Calendars. |
| Visualizations | Displays the default Visualization. Also displays an option to open the Visualization Manager, where you can view and manage Visualizations. |
| Attachments | Opens the Attachment Manager, where you can view and manage Attachments. |
| Current Record Automation Processes | Displays Automation Processes for the current record. |
| Table Management | Opens the Table Management interface, where you can manage Lookup Table values. |
| Options | Opens the Options window, where you can configure personal settings (ex: General, Display, Task Pane/Search Control, Dashboard/HUD/Calendar, User information, and E-mail). |
Actions Menu
If configured, an Actions menu also appears when a record is displayed in the Main Pane (example: The Incident Actions menu item displays when an Incident is active). The Actions are defined as part of the Business Object definition in CSM Administrator.
| Action | Description |
|---|---|
| Quick Templates | Displays a list of available Quick Templates (ex: Reset Password). |
Localization Menu
This option is only available when Globalization is enabled.
| Action | Description |
|---|---|
|
Culture Quick Swap (CTRL+W) |
Switch between the preferred culture and the last selected culture. |
|
Preferred Culture (CTRL+D) |
Switch to the preferred culture. |
|
Previous Culture (CTRL+P) |
Switch to the last culture you selected. |
Help Menu
| Action | Description |
|---|---|
| Contents | Opens the online help. |
| Reload Definitions | Reloads all definitions. |
| Current Field Information | Displays properties for the active Field (ex: Name, type, description, search properties, required or not, validation, and Field ID). |
| Report Error | Opens the Report Error window so you can report an error to Cherwell Software. |
| System Analyzer | Opens the System Analyzer, where you can track behind-the-scenes operations in a live environment directly from the CSM Desktop Client. |
| About | Display information about CSM (version, copyright, licensing details, and contact information). |