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Getting Started

Navigation, Search, and Notifications

Move around Prospect, find records globally, and act on operational reminders.

The sidebar shows only modules allowed by your role. Owners and administrators see Settings; members see the modules and action permissions assigned to them.

Find your work

  • Use the breadcrumbs to return to a parent record or list.
  • Open global search from the header or its keyboard shortcut, type a document code, partner, or item, and choose a permitted result.
  • Use list filters, sorting, column visibility, and saved URL parameters to narrow larger data sets.
  • Open the notification bell for unread reminders, or the Notifications page for the full history.

Notifications may identify due invoices, low-stock conditions, tasks, recurring-invoice results, or eFaktura states. Opening a notification does not complete the underlying work; follow its link and verify the record status.

If a search result or module is missing, first check spelling and active filters, then ask an owner to review your permissions. A direct link to a restricted area displays an access-denied state.

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