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Interface Guide

Interface Guide

Section titled “Interface Guide”

This guide walks you through the main elements of the HARi CRM interface so you can navigate confidently from day one.

Section titled “Sidebar Navigation”

The left sidebar is your main navigation. It contains:

  • Dashboard — Your customizable home screen with charts and widgets
  • Entities — Each entity (Contacts, Companies, Opportunities, etc.) has its own entry. Click to open the list view.
  • Inbox — Your unified multi-channel inbox (email, Telegram, WhatsApp)
  • Settings — Admin area for entities, workflows, users, and configuration

The sidebar collapses on smaller screens. Click the menu icon to expand or collapse it.

Top Bar

Section titled “Top Bar”

The top bar contains:

  • Search — Global search across all entities. Type a name, email, or keyword to find records instantly.
  • Quick Create — The ”+” button lets you create a new record in any entity without navigating away from your current page.
  • Notifications — Bell icon showing workflow notifications, assignments, and reminders.
  • User Menu — Your profile, preferences, and sign-out option.

List Views

Section titled “List Views”

When you click an entity in the sidebar, you see the list view. HARi offers five view modes:

  1. Table — A spreadsheet-like grid with sortable, filterable columns. Best for data-heavy work.
  2. Cards — Visual cards showing key fields. Great for browsing contacts or companies.
  3. Kanban — Drag-and-drop columns organized by a status or stage field. Perfect for pipelines.
  4. Calendar — Records plotted on a calendar by date field. Ideal for tasks, meetings, and deadlines.
  5. Timeline — Chronological view of records. Useful for activity history.

Switch between views using the view mode buttons in the toolbar.

Record Pages

Section titled “Record Pages”

Click any record to open it. Records always open in edit mode — there is no separate read-only view. This means you can update any field immediately.

A record page contains:

  • Header — The record name and key information
  • BPF Bar — If the entity has a Business Process Flow, the stage indicator appears at the top
  • Tabs — Organize fields into logical groups (e.g. “Details”, “Financials”, “Notes”)
  • Sections — Within each tab, fields are organized into sections
  • Subgrids — Related records appear in embedded tables (e.g. Contacts at a Company, Activities on a Deal)
  • Action Buttons — Contextual actions like “Send Email”, “Create Task”, or “Enrich with AI”

Saved Views

Section titled “Saved Views”

Above the list, you can save your current filter, sort, and column configuration as a saved view. Saved views appear as tabs, letting you switch between different perspectives instantly (e.g. “My Open Deals”, “Hot Leads”, “Overdue Tasks”).

Next Steps

Section titled “Next Steps”