Navigating the Platform
A walkthrough of the main interface — the left sidebar menu, the welcome screen, and tips for efficient navigation.
The Left Sidebar Menu
The left sidebar is your main navigation tool in BlueRockTEL. It is always visible and gives you direct access to every area of the platform.
The main menu sections are:
| Section | What you will find |
|---|---|
| Clients | Client records, contacts, folders, services |
| Prospects | Prospect records, pipeline, quotes |
| Documents | Invoices, credit notes, quotes, contracts |
| Accounting | Payment tracking, SEPA exports, accounting exports |
| Tools | Catalog management, import/export utilities |
| Support | Helpdesk tickets, SLA management |
| Configuration | System settings, user management, custom fields |
| Events | Actions, scheduled tasks, system events |
The Welcome Screen
Click the BlueRockTEL logo at the top of the sidebar to return to the welcome screen at any time. This is your home base — it provides a quick overview and shortcuts to common tasks.
Finding Things Quickly
BlueRockTEL offers several ways to locate records without browsing through menus:
The Search Field
Use the search field at the top of the interface to quickly find clients, prospects, invoices, or phone numbers. Just start typing a name, invoice number, or phone number and matching results will appear.
In-Page Keyword Search
On any page within BlueRockTEL, press CTRL+F (or Cmd+F on Mac) to open your browser's built-in search. This is particularly useful for:
- Finding a specific field on a long configuration page
- Locating a particular entry in a large table
- Searching within invoice details or client notes
Working with Multiple Tabs
One of the most effective ways to work in BlueRockTEL is to open multiple browser tabs. For example:
- Open a client record in one tab and their billing folder in another
- Keep the client list open while editing a specific record
- Compare two invoices side by side
Tip: Right-click any link in BlueRockTEL and select "Open in new tab" to keep your current page open. This avoids losing your place when you need to check something in a different section.
There is no limit to the number of tabs you can have open simultaneously. Each tab maintains its own state independently.
Navigation Tips
- Click the logo to return to the welcome screen from anywhere
- Use the search field for the fastest way to find a specific record
- Use CTRL+F to search within the current page
- Open multiple tabs to work on different areas at the same time
- Use the sidebar to navigate between major sections of the platform
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