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Syrinx 365 | Welcome Guide
Syrinx 365 | Welcome Guide
Welcome to Syrinx 365! This article covers basic navigation and features of the application.
Topics included in this article
- 365 Homescreen
- 1 | Left Hand Menu
- 2 | Global Search
- 3 & 4 | Dashboards and Widgets
- 5 | Company Name
- 6 | Notifications
- 7 | User Settings
- 8 | Logged In/Out Users
- 9 | Right-hand Menu
365 Homescreen
This is the main screen and various elements:
Please see below for what each section relates to.
1 | Left-hand Menu
This is where you can find options to access the areas of the system like Depots, Favourites, Hires, Operated, Sales, Fleet, and Stock. Clicking on one of these will expand a submenu.In the example below, "Sales" has been selected, and a submenu appeared with Sales related options. Submenu options can be saved for quick access under the Favorites icon.
To close the submenu, click "Sales" again or the grey indent arrow on the right-hand side
.
Note - You may have to use the verticle scroll bar to view all of the left-hand options.
2 | Global Search
Global Search allows you to quickly search across multiple entities or a single entity without having to build up a search query (filters). For more information on how the Global Search works, see our article 365 Global Search.3 & 4 | Dashboards and Widgets
These two options are available for adding and Unhiding dashboards.
For more information, see the article Syrinx 365 | Dashboard and Widgets.
For more information, see the article Syrinx 365 | Dashboard and Widgets.
5 | Company Name
This will display the company name against your database.
If you are a multi-depot, then this feature will display the depot you are logged into.
If you are a multi-depot, then this feature will display the depot you are logged into.
6 | Notifications
This will display notifications. Currently, it will display items like a successful saving of a dashboard but may also display errors you may have received. You can mark them as read and/or delete the notifications.
7 | User Settings
Use this option to access user settings.
Choose a theme - You can choose a theme of Default, Light, or Dark.
Menu Select - If you are an admin user and have access to the Configuration menu options, then you can toggle between the Main and Configuration menus (the left-hand menu will change accordingly).
Search Results Size and Search Options - These are settings for using Local Search by user. For more information, please refer to the Syrinx 365 | Local Search User Settings article.
Choose a theme - You can choose a theme of Default, Light, or Dark.
Menu Select - If you are an admin user and have access to the Configuration menu options, then you can toggle between the Main and Configuration menus (the left-hand menu will change accordingly).
Search Results Size and Search Options - These are settings for using Local Search by user. For more information, please refer to the Syrinx 365 | Local Search User Settings article.
8| Logged In/Out Users
This displays users who are currently logged in. Use the dropdown to get to the Log Out option. For more information, see the article Logging in and out of Syrinx 365 article.
9 | Right-hand Menu
This right-hand menu contains various non-transactional options, including 365 Reports, uLearn access, TeamViewer QuickSupport, uInnovate, Weather, and About Syrinx.