ContactManager user interface

Like the Guidewire core applications, ContactManager has tabs at the top of the screen and an Actions button and a menu on the left for navigation.


The ContactManager user interface, including the Tab Bar, Side Bar, and Screen Area.

The ContactManager main user interface contains the following areas:

Area

Description

1

The Tab Bar contains:

  • Tabs, which group major areas of work for you, providing main screens, actions on the Actions menu, and Sidebar menu links. The tabs you see depend on your user permissions. All users can see the Contacts tab.
  • Unsaved Work button . This button is active if you have work you have not saved. You can click the button and go to any screen in which you have not saved your changes. This feature is useful if you must navigate away from a screen in which you are making changes, but you intend to return to it later. After you complete and save your work, ContactManager removes that item from the Unsaved Work drop-down menu.
  • The Options menu . The selections available on this menu depend on where you are in the ContactManager user interface. Typical menu choices are International, Help, About, Preferences, Clear Layout Preferences, and Log Out Username.
  • QuickJump box. The text box that displays Go to (Alt+/). In the base configuration of ContactManager, this box enables you to run batch processes with the command RunBatchProcess batchProcess. You can configure it.

2

The Sidebar contains menu links and the Actions menu. Use the Sidebar menu links to navigate to screens where you can do your work. The items in the Sidebar are contextual and change depending on tab and menu selections.

3

The Screen Area shows most of your business information and is where you interact with that information.

See also