1. Introduction
Search the menu or collapse menu categories to stay organized. Pin the most frequently used menu items for easy access.
2. Click the Home Tab
Click Home to access the main dashboard.
3. Select the Search Option
Use our search bar to find the desired menu item. You can type in this section. The results will show full and partial matches.
4. Pin Modules to the Top
Hover over the Pin icon to the left of the module. This will place the module at the top of the left navigation, making it quickly accessible.
5. Quick Add
Click the "+" icon to quickly start entering the transaction details.
6. Expand or Collapse Menu Items
Click the right or down carot to expand or collapse menu categories as needed.
7. Expand or Collapse All
Click the Collapse All button to minimize all expanded sections on the Home page for a cleaner view. Alternatively, use the Expand All button to see all of the modules.
That's it. You have successfully navigated the Home page and managed forms in GreenSlate. If you have any questions or need more help, please visit our Help Center or reach out via email or chat.