The information about your username, the database version and the instance of Synergy Case Management you're currently logged into is displayed above the navigation bar.
You can find the main functions within the drop-down menus in the navigation bar.
📌Note: The content and actions available depend on team permissions.
Function | What to use it for |
Menu | To hide the menu items column, click Menu. |
List | To hide the central content list items column, click List. |
Search | To search for people by family name or system ID, use the Search field. |
Recent History | To view the 10 pages you most recently viewed, click Recent History. |
Three-dot menu | To access additional menu items such as User Preferences and Advanced Person Search, click the three-dot menu. |