In September 2023, we launched a new side menu to help you get around Phocas more easily and find all your important tools and data in a sleek, collapsible side menu. We made some other navigation changes to simplify your screen.
Access modules from here and open recents, favorites and dashboards.
Access the administration menu.
Filter in recents, favorites and dashboards, and in certain modules. This replaces the ‘Navigate to’ search box.
Access help and learning resources directly in Phocas by launching the Resource Centre from the side menu.
Quick access to common actions when you're in a database or favorite.
For more detail see Navigation - find your way around Phocas
