This section provides a cross reference from the old navigation into the new navigation along with a description of function changes. Using the table below, institutions are able to locate functionality and understand navigation changes throughout the Framework.
Navigation Changes
Locate existing functionality features in version 14.
| Functionality |
Version 10 Navigation |
Version 14 Navigation |
| Manage Reports |
System Management > Reports |
Reports icon within the Framework Ribbon |
| Manage Views |
System Management > Views |
Views icon within the Framework Ribbon |
| Manage Dashboards |
System Management > Dashboards |
Dashboards icon within the Framework Ribbon |
| Tools |
Account Workspace > Left Hand Navigation > Tools |
Person Workspace > Person Workspace Toolbar > Tools drop-down |
| Create Case |
Account Workspace > Left Hand Navigation > Tools > Create Case |
Person Workspace > Person Workspace Toolbar > Briefcase icon |
| Notepad |
Account Workspace > Left Hand Navigation > Notepad |
Person Workspace > Overview Tab or Top Area Screen > Notepad Panel
 |
The overview tab or top area screen must be configured to include the Notepad panel in order for it to display. |
|
| Post Comment Box |
Account Workspace > Post Comment Box below the Flex Area |
Person Workspace > Left Hand Navigation > Post Comment box below Favorites, Screens and Workflows. |