Every screen in Omnir has the same layout. Once you know its three areas, you will feel at home in every module.
The three areas
| Area | What it is | What you do there |
|---|---|---|
| Left sidebar | The module menu | Click a module to open it. |
| Top bar | Search and tools | Search, create records, open mail, calendar, reports and notifications. |
| Main area | The module you are in | Lists, records and forms. |
The left sidebar
The sidebar lists the modules you can use, such as Dashboard, Calendar, Leads, Contacts, Organizations, Opportunities, Tickets and Documents. Your administrator decides which modules appear and how they are grouped; a group with an arrow opens to show more modules.
Click Collapse at the bottom of the sidebar to make it narrow and give the page more room. Omnir remembers your choice.
The top bar
The top bar is always there, whichever module you are in.
| Item | What it does |
|---|---|
| Search | Type a record’s name, such as a person or company, and press Enter to find it across modules. |
| + (Quick Create) | Create a record — a contact, lead, ticket and more — without leaving the page. |
| Paint brush | Choose a colour theme for Omnir. |
| Calendar | Opens your calendar in a new browser tab. |
| Envelope (Mail) | Opens the Mail Manager in a new browser tab. The red number is your unread mail. |
| Reports | Opens Reports. |
| Tasks | Opens your task board. |
| Bell | Reminders for your calls and meetings, updates to records you follow, and alerts your administrator has set up, such as a record being assigned to you. |
| Person icon | Your name and role, My Preferences and Sign Out. |
List views and record pages
- List view shows a module’s records as a table. Sort by clicking a column header, choose a saved filter, select several records for bulk actions, and edit a cell directly with its pencil icon.
- Record page shows one record in full: its fields, its related records in tabs (contacts, activities, documents and so on), comments and history. Open it by clicking the record’s name in a list.
In a list, the eye icon opens a quick preview of a record without leaving the list, and the star follows the record so you are told when it changes.
Searching and filtering
- 1Global search (top bar) looks across modules by record name — useful when you don’t know where a record lives. Your administrator can make more fields searchable, such as email or phone.
- 2Column search: in a list, type into the boxes under the column headers, then press Enter or click Search. Click Clear to show all records again.
- 3Filters: pick a saved list in the Lists panel on the left of the list, or click + to create your own — for example “my leads created this month with status New”. Lists are private unless you tick Share the list.
Quick Create
The + button in the top bar is the fastest way to add a record. Choose the kind of record, fill in the essentials in the short form and save. You can open the record later to add more detail.
Still stuck? Ask your administrator, or email support@omnir.com. All guides