Get Where You’re Going
Lanetix is designed to minimize your number of clicks to get the information you need. The screen is divided into three basic areas. The Main Menu on the left side always stays put, leaving your most used links handy. Depending on where you are in the application, a Secondary Menu will appear to give you more detailed options. The largest portion of the screen to the right is the contextual working area, containing your data, tasks, and conversations.
The top of the main menu contains handy links to your profile settings, creation of new records and activities, and a Global Search to all data in the system. Access Home and Browse features via dedicated links, and beneath that are links to specific records. You can customize your Starred links for your most accessed records. At the bottom of the menu, Lanetix’s smart algorithm creates links to records that need your attention.
Getting Your Attention
In the Main Menu, links you’re all caught up on will be a muted grey. A bold white label indicates there’s new activity on the record since you viewed it. A green circle means that someone has @mentioned you in the conversation on the record. They probably want you to come over and take a look.
Talking on the Record
In this case, Christoph wanted to hand off the opportunity to Kathy. Clicking on the record’s name in the Main Menu takes her to the Conversation on the “Nike International” opportunity record. She sees Christoph’s comment directed to her, and she can respond in the chat window to let him know she’ll take it from here.