Options in the Browser Client menu bar are described below.
Table 1. Home
| Action
|
Description
|
| Home
|
Opens the default home
Dashboard.
|
Table 2. New
| Action
|
Description
|
| New
|
Creates a new record (example:
New Config - Mobile Device).
|
Table 3. Searches
| Action
|
Description
|
| Search Manager
|
Opens the Search Group Manager,
where you can run saved searches (Search Groups).
|
| Quick Search Builder
|
Opens the
Quick Search
Builder, where you can create a Quick Search.
|
| Queues
|
Opens the Queues menu, including
the Queue Manager and Most Recently Used (MRU) Queues.
|
Table 4. One-Steps
| Action
|
Description
|
| One-Step Manager
|
Opens the One-Step Action
Manager, where you can run One-Step Actions.
|
| Recent Unassociated One-Steps
|
Runs the Most Recently Used
(MRU) One-Step Actions.
|
Table 5. E-mail
| Action
|
Description
|
| Send E-mail
|
Opens the E-mail Message window
to create and send e-mails directly from the
CSM Browser Client.
|
| E-mail Current Customer
|
Opens the E-mail Message window
to create and send e-mails to a Customer's e-mail address from your current
page (An Incident record, Problem record, etc.). The To line is automatically
populated with this address, and an error will open if there is no active
Customer on the record.
|
Table 6. Dashboards
| Action
|
Description
|
| Home
|
Directs you back to the default
Home Dashboard.
|
| Dashboard Manager
|
Opens the Dashboard Manager,
where you can view Dashboards.
|
| MRU
|
Lists the Most Recently Used
(MRU) Dashboards.
|
Table 7. Pages
| Action
|
Description
|
| Pages Manager
|
Opens the HTML Page Manager,
where you can view HTML Pages.
|
| MRU
|
Lists the Most Recently Used
(MRU) Pages.
|
Table 8. Reports
| Action
|
Description
|
| Report Manager
|
Opens the Report Manager, where
you can run Reports.
|
| MRU
|
Lists the Most Recently Used
(MRU) Reports.
|
Table 9. Visualizations
| Action
|
Description
|
| Visualization Manager
|
Opens the Visualization Manager,
where you can run Visualizations.
|
| Config Visualization
|
Opens the Configuration Map
Visualization.
|
| MRU
|
Lists the Most Recently Used
(MRU) Visualizations.
|
Table 10. Calendars
| Action
|
Description
|
| Calendar Manager
|
Opens the Calendar Manager,
where you can run Calendars.
|
| Main Calendar
|
Opens the Main Calendar.
|
| MRU
|
Lists the Most Recently Used
(MRU) Calendars.
|
Table 11. Tools
| Action
|
Description
|
| Contact Manager
|
Opens the
Contact
Manager, where you can view and manage Customer Records.
|
| Table Management
|
Opens the
Table
Management interface, where you can manage Lookup Table values.
|
| CMDB
|
Opens the
CMDB interface, where you
can manage Configuration Items (CIs).
|
Note: The Browser Client menu bar collapses into a hamburger menu on
mobile screens and browser windows sized below 768 pixels.
