This article will cover the UI changes to the Ventures main menu. If you are looking for a specific page in Ventures, you can use this article, or its attachment to figure out where the page you are looking for has moved to.
To return to the hub covering all the UI changes please click here.
You can mouse over the menu headings in the new menu to see associated subsections. Not all menu headings have subsections. Clicking on a menu heading will take you to the firs subsection associated with the menu heading. The page will contain a menu on the left to navigate to the subsections of the menu option, saving you from having to use the menu to navigate to said section.
New Menu Heading | Associated Subsections |
Home/House Icon | N/A |
Loans | N/A |
Tasks | N/A |
CRM (Customer Relationship Management) |
Contacts Companies Leads |
Documents |
Bulk Letters Web Templates Ticklers SendNow |
Payments |
Loans Ownership Action Reports (Payment Specific) |
Data |
Reports Imports Exports Loan File Transfer |
- The Home page link has been updated to the house icon.
- The Loans menu has not changed. Click Loans in the new menu will take you to the loans page.
- The Tasks menu has not changed. Click Tasks in the new menu will take you to the tasks page.
- Contacts, Companies and Leads are now found under the CRM (customer relationship management) menu.
- Payments has not changed, all Payments related functions are found under the Payments menu option.
- Bulk Letters, Web Templates, Ticklers and the SendNow document queue which were items under Reports & Letters are found under the Documents menu option.
- Reports and the items in the Utilities menu are found under the Data menu option.
Looking for a specific page in the new user interface? This article has an attachment that contains a full mapping guide to help you transition from the old interface to the new one.