Summary: Use this article to learn about navigation within Zone Control Center after installation.
Learn how to access or open Zone Control Center here.
Learn how to install Zone Control Center here.
Note: Zone Control Center and Zoe mimic each user's NetSuite and Zone permissions. If users have limited access to NetSuite and Zone solution data, those permissions will be automatically applied within Zone Control Center. Therefore customers will not be able to query or see data that they do not normally have access to view.
Zone Control Center Navigation
After opening Zone Control Center, you can use the following in-app navigation tools.
Left Navigation Panel
Customers can use the left side navigation menu within Zone Control Center to seamlessly move between features within a single Zone product (#2 on image below) or to even navigate easily between Zone products (#1 on image below).
Customizing Navigation Menu Shortcuts
In addition to the out-of-the-box navigation shortcuts in the left side menu, ZoneReconcile customers can customize their Zone Control Center navigation menu by adding saved searches.
Note: Updates to the Zone Control Center left side navigation menu will only impact the customer making the changes, changes cannot be made for an entire company. Each individual ZoneReconcile user must login and customize their Zone Control Center navigation.
Use the following steps to customize the Zone Control Center navigation:
- #1 Open the ‘customize’ icon in the upper right corner of the side navigation menu
- #2 Rearrange the order of items within each section
- #3 Elect to hide or show each item in the menu
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Add a new Saved Search item to the navigation menu
- #4 Select Add Item
- #5 Enter a label (name)
- #6 Add the NetSuite URL
- #7 Select Add
Dashboard Drill-Downs
Dashboards: Zone Control Center has standard out-of-the-box dashboards available, displaying real-time operational data.
Some dashboard widgets include “drill down” options that allow customers to click on the dashboard data to open the portlet view of that data within Zone Control Center. (See image below.) Using the dashboard drill-down can be a faster way to access specific saved searches or other parts of ZoneReconcile, with fewer clicks and without resetting filters.