Introducing the New Navigation, Search, and Create Experience

Overview

We've redesigned the TIEIT navigation experience to help you move around the platform faster, find information more easily, and create records with fewer clicks.

The new experience simplifies navigation by organizing related features together, introducing a powerful global search, and providing a centralized Create menu that is accessible from anywhere in the platform.

What's in This Article

Navigating modules using the new sidebar menu

The left navigation menu is now the primary way to move between modules in TIEIT.

Each module is organized in a dedicated navigation panel, making it easier to find related features and settings without switching between multiple menus.

For example, when you open CRM, you'll see all CRM-related pages grouped together.

Primary

• Contacts
• Companies
• Deals

Manage

• Contact Groups
• Sources
• Pipelines
• Pipeline Reports
• Labels

Data

• Import CRM Data
• Imports
• Duplicates

This structure keeps related functionality together and reduces the need to navigate across multiple menu locations.

Using Global Search to find records and features

The Global Search provides quick access to records, modules, and recently viewed items.

You can search for:

• Contacts
• Companies
• Deals
• Forms
• Invoices
• Modules
• Recently viewed records

How to Search

1. Click the search bar in the header.
2. Start typing a keyword, record name, or module name.
3. Select a result to open it instantly.

Recently Viewed Items

The search panel also displays recently viewed records, helping you quickly return to items you've worked on recently.

Creating records using the Create menu

The Create menu provides a single location for creating new records across TIEIT.

1. Open the Create Menu
2. Click Create in the header.
3. Or use the keyboard shortcut shown in the menu.

Available Create Actions

Depending on your permissions, you may see:

• Records
  • New Contact
  • New Company
  • New Deal
• Engage
  • New Campaign
  • New Form
  • New Landing Page
  • New Scheduling Event
• Revenue
  • New Invoice
  • New Estimate
  • New Subscription

This centralized approach provides a consistent experience for creating records from anywhere in the platform.

Customize Your Workspace

The More menu gives you access to Customize Navigation, where you can personalize the sidebar to match the way you work.

From Customize Navigation, you can:

• Show or hide modules in the sidebar.
• Reorder modules to place your most frequently used ones where you want them.
• Switch the navigation to Icon-only mode for a more compact sidebar.
• Pin your favorite pages for quick access from the Pinned menu.
• Customize the sidebar appearance by selecting a different theme.

Any changes you make are saved to your user profile, allowing you to create a workspace that suits your preferences and workflow.

Key benefits of the new experience

The updated navigation helps you:

1. Find features faster
2. Reduce unnecessary clicks
3. Navigate more consistently
4. Access records quickly through search
5. Create new records from a single location
6. Stay focused on your current workflow

Frequently asked questions

• Has any functionality been removed?

  No. Existing functionality remains available. The update reorganizes navigation and access points to make them easier to use.

• Can I still create contacts, companies, and deals?

  Yes. These actions are available through the Create menu.

• What can I search for?

  You can search supported records, modules, and recently viewed items using Global Search.

• Why was this change made?

  The goal is to simplify navigation, improve discoverability, and help users reach information faster with fewer clicks.