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 Zone products (#1 on image below) and to easily navigate within a single Zone product (#2 on image below).
Dashboards: Zone Control Center has standard out-of-the-box dashboards that display real-time operational data.
Some dashboard widgets (or portlets) include a “drill down” option that allow customers to click on the dashboard data to open the portlet view of that data within Zone Control Center.
In the image below, clicking on Bills to Process from the ZoneCapture dashboard opened the Incoming Purchase Transactions to be Processed saved search results.
Customizing ZoneBilling Shortcuts
ZoneBilling customers can customize their shortcuts using the Zone Control Center navigation menu by adding saved searches to create a personalized view.
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 ZoneBilling 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 Select Add Item
- #4 Enter a label (name) and the NetSuite URL
- #5 Select Add