Definitiions
- Lists: Lists are the collection of records for each object. They are the primary way to view and manage your data in Valstorm. Each list is associated with a specific object (e.g., Contacts, Tasks, Reports) and displays the records for that object in a number of formats. Lists can be customized with different views, filters, and sorting options to help you find and manage your data more effectively.
- Pages: Pages are unique experiences within Valstorm that are designed to provide specific functionality or information. They can be associated with a specific object, but they can also be standalone experiences that provide insights, analytics, or other types of information. For example, a Dashboard page might provide an overview of key metrics and performance indicators for your sales team, while a Calendar page might provide a visual representation of your upcoming tasks and events.
- App Pages: App Pages are custom tailored pages used for specific purposes. They can be for records, used in blogs, marketing, documentation sites, or client portals. They are designed to be flexible and customizable, allowing you to create unique experiences that meet the specific needs of your team or organization. For example, you might create an App Page to showcase a new product or service, or to provide a detailed case study for potential clients.
- Workspaces: Workspaces wrap determine which lists, pages, and app pages you see while in that workspace. They help focus you on the work that is specific to your department, role or use case without distractions from other information. For example, you might have a Sales workspace that includes lists of leads and opportunities, a Dashboard page with sales performance metrics, and an App Page with sales training materials. You might also have a Support workspace that includes lists of support tickets, a Dashboard page with customer satisfaction metrics, and an App Page with support documentation.
Major Navigation Areas
Navbar
The navbar is the top most section of the application. It contains the following elements from left to right:
- Global Navigation Menu: A menu that provides access to all workspaces, lists, pages, and app pages. It also includes a search bar for quickly finding items.
- Help: A link to the help center and support resources.
- Record Search: A search bar for finding specific records across the application.
- Command Palette: A tool for quickly executing commands and navigating to different parts of the application. It also includes the shortcuts for how to run commands.
- Column Selector: A menu for selecting which columns to display in the current view.
- Light/Dark Mode Toggle: A switch for toggling between light and dark themes.
- Phone Activation: A button for activating the phone to allow you to make and receive calls directly from the application.
- User Availability: A menu for setting your availability status (e.g., Available, Busy, Do Not Disturb). If you are not available, you will not receive calls. If you are offline, or in do not disturb, you will not receive calls or notifications.
- Notificaions: A menu for viewing and managing notifications.
- User Profile: A menu for accessing user settings, profile information, and account management options.
Left Sidebar
The left sidebar provides access to lists and pages within the current workspace. It also includes a search bar for quickly finding Lists and Pages within the workspace without having to scroll or click on them.
Main Content Area
The main content area is where you will view and interact with your lists and pages.
Right Utility Sidebar
The right utility sidebar provides access to additional tools and features, such as filters, sorting options, and other contextual actions related to what you are doing.
