AdvoLogix Help

AdvoLogix Web-Based Solution (legacy)

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AdvoLogix is a web-based solution running on the platform. Most of your experience will be unique to AdvoLogix. You will also have access to other features that are related to the platform. Basic knowledge of applications, tabs, drop-down lists and other navigation tips will speed your success.

The AdvoLogix user interface is navigated using the main menu toolbar illustrated below. 

  1. Navigation Bar - Users can access the object list view using the tabs.
  2. Global Search -  This search box allows you to search across the entire application.
  3. Switch to Lightning Experience - Clicking on this takes you directly into the lightning experience user interface (if enabled).
  4. User Menu - Users can access their My Profile, My Settings, and other system options.
  5. System Setup - Open System Setup, may not be shown for all users.
  6. Salesforce Help & Training - General system help for using the platform (not AdvoLogix specific).
  7. App Launcher - Used to select the active main menu. 
  8. All Tabs - The plus sign on the far right of the menu will open a list of shortcuts for all functionality available. 
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