This video describes the main features and layout of the Home Screen.
Dashboard
When you first log in, you'll see a dashboard on your home screen. The exact dashboard you see will depend on your security group, meaning your role and permissions determine what's displayed on your home screen.
Dashboards can include but are not limited to widgets such as:
Interactive calendar
Productivity metrics
Summary of tasks
Global Navigation Bar
The global navigation bar gives you access to all areas of the system. It can be minimized to just icons or expanded to icons and labels.
Global Search Bar
Use the global search bar to search for clients, contacts, matters, or tasks. You can search by name or ID number. Clicking any result will take you directly to that record's page.
Search results also display quick action icons, which allow you to add time entries, documents, notes, and more quickly.
Help Desk Chat Icon
If you ever need help, click the help desk chat icon in the top right of the screen. You can describe the issue you're having and the system will suggest help articles. If those don't help, you can send a message for direct assistance.
Notifications Panel
The notifications panel displays alerts. You can customize which notifications you receive. Some notifications will also be sent to your email, with links that take you directly to the related items.
Quick Add Button
The quick add button allows you to create new records from anywhere in the system without navigating away from the page you're on. You can quickly add:
Contacts
Matters
Tasks
Time Entries
Expenses
Fixed Fees
ZenKM Items
Right Side Panel
The right side panel contains:
Timers
Bookmarks
You can bookmark Members, Clients, Matters, or Contacts
ZenChat
This is a live Chat GPT connection, meaning any information entered into this box is sent externally for processing before being returned to you in the system. This functionality can be disabled on the firm level, if needed.
