A guide about the basic properties of Good Sign
Dashboard Menu
The Dashboard Menu is the main navigation menu on the top of the page. It can be used to move from dashboard to dashboard. A Dashboard is the main view that opens when clicking an item in the dashboard menu.
Figure 1: Dashboard Menu
Management Menu
The Management Menu is the same menu as the right-click menu in most dashboards. Most dashboard operations can be found by either right clicking the object being worked on or from the management menu.
Figure 2: Management Menu
Organization Tree
The Organization Tree is where you can organize organizations into groups by criteria best suited for your invoicing needs. The Organization Tree is visible in most dashboards and is how you filter the data you see in the grid area. To learn more about the Organization Tree and organizations in general, visit the How To Use Organizations user guide. In some rare dashboards, there’s a tree of products and product categories instead.
Figure 3: Organization Tree
Grid
The Grid is the area where all the data is in the dashboard. You can filter this are in several ways. To learn more about Grids, visit How to Manage The Good Sign Grid.
Quick Search
The Quick Search bar is a very useful tool to find what you need from the tree situated on the left. You can use the name of the organization/product category/table you are looking for in the search, but some other parameters can be used also, i.e., business ID. The tree differs depending on the dashboard, but the search bar works the same way regardless.
Figure 5: Quick SearchAccount Settings
The settings menu is where you can change the look of your Good Sign, change your password, etc. To learn more about the settings menu, visit Manage Your Account.
Figure 6: Account Settings