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Navigating Tailwind

Last Updated: Nov 14, 2017 12:36PM PST

 

Moving around in Tailwind is usually pretty straightforward, but you never know when you might have overlooked something important — a tip or trick or area that could make your business run smoother. This article should get you up to speed on all the different ways to navigate the application.

 

Main Navigation Menu

The navigation menu on the left of each page is the quickest way to access all the main Tailwind modules. It is split into three sections - Operations, Administration, and Tools — which each contain a number of different modules. Each section can be expanded to show its contents, and clicking on the name of the module will take you to that part of Tailwind.

For more information on the actual modules, and how they relate to each other, you can read the Operations Overview and the Administration Overview.

 

Hiding The Navigation Menu

By default, the navigation menu is always visible on the left of the screen, to allow you to quickly move around the application. However, this also means that it is always taking up valuable real-estate in your browser, which leaves less room to display lots of list columns or other data.

By clicking the  next to the Tailwind logo at the top, you can 'unpin' the navigation — this will cause it to shrink to a much skinnier version of itself that then expands whenever you move your mouse over it. You can return to the original navigation menu by expanding it and then clicking the to pin it back in place.


 

 

Global Search

At the top of the page you will see the Global Search bar. Clicking the bar will bring up a search prompt, which will allow you to search your entire database — Quotes, Orders, Customers, Vendors, etc.. The Global Search will return results for each Tailwind module separately, allowing you to more quickly locate the record(s) you are looking for.

 

Configuration/Settings

You can access a number of profile and configuration options by clicking on the next to your account name on the top right of the page. Settings contains a number of settings that are specific to your personal account, while Configuration contains a number of system-wide configuration options. Depending on your level of security, you may not have access to Configuration, so don't be worried if you can't see it!

If you want, you can read more about the Configuration options.


 

 

History/Breadcrumb

When using Tailwind you will probably find yourself moving quickly between a number of different, connected records and modules — whether it's jumping from an Order to a related Dispatch, or checking a Customer Record for details before modifying a Quote.

Sometimes, it can get tricky to find your way back to the beginning of the trail — which is why we have provided an additional navigation option in the form of a History breadcrumb at the top of the main page (just below the global search bar.) This breadcrumb will always show the six most recent pages you have visited — making it easy to jump between related records, or get back on track if you end up somewhere you'd rather not be.

 

Tabbed Browsing and Multi-Tasking

Because Tailwind is designed for the web, we make an effort to keep things simple: one page at a time. But sometimes, trucking is just not a 'one page at a time' sort of job — it's more like a dozen things, and the phone ringing with a few more on the way.

At times like these, when you need to have a bunch of different things on the go — and may not be able to finish each one before starting the next — we recommend relying on the 'tabbed browsing' capabilities of your web browser, which will allow you to open multiple Tailwind windows simultaneously. The exact details will depend on your browser, but in most cases you can right-click on links to 'open in a new tab' or 'open in a new window'. Then you can easily switch back and forth, just like moving between different windows of any application.

You can open as many different tabs or windows of Tailwind as you want, which can be useful when you want to compare things side by side or keep multiple tasks on the go at once.

 

Related Articles

If you're new to Tailwind, you might want to check out our Set-up Guide.

You can also get more of the big picture in the Operations Overview and Administration Overview.

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