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How do you navigate in Tribe CRM?
How do you navigate in Tribe CRM?
Updated this week

Introduction

To quickly find what you are looking for, it is useful to know how navigation works in Tribe CRM. In this article, we explain the main screen of Tribe so you can get started quickly.

  1. What do you see in the top bar of Tribe CRM?
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  2. How do you work with the menu bar?
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  3. Dashboards, widgets and views.
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1 What do you see in the top bar of Tribe CRM?

The top bar in Tribe CRM is always visible and allows you to search and adjust various settings.

  1. Search: The search bar allows you to search by all relations and activities.
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  2. +: The + button allows you to create a relationship or activity directly.
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  3. Start hour registration: This button allows you to start the timer time recording.
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  4. Marketplace: In the marketplace, you can activate financial links and links with E-mail and calendar such as Outlook calendar, Outlook e-mail, Gmail and Google Calendar.
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  5. Notifications: All your notifications are displayed here. The administrator of Tribe CRM can set up notifications using automations. For example, a notification when a colleague has set a task to your name.
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  6. Personal Settings:
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    1. Personal Settings: Where you can, for example, upload a profile picture or set a different background picture.
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    2. Invite Colleagues: Gives colleagues direct access to tribe CRM.
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    3. Two factor authentication: Allows two factor authentication to be set. (This means that when logging in, another form of identification is required).
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    4. Logout.
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  7. Account settings:
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    1. Account settings: Here you can access the licence and account page (only for Tribe CRM administrators).
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    2. Environment: Should you have access to several Tribe environments or a portal, here you have the option to switch between Tribe CRM and the other environment.​

The top bar in Tribe CRM
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2 How do you work with the menu?

You can use the menu to navigate between My workspace, the various modules and configuration.

  1. My dashboards: Here you can activate or deactivate dashboards by clicking on the star. You can also create an entirely new dashboard here.
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  2. My workspace: Your workspace is your personal desktop where you can see your appointments and tasks. You can optionally add widgets to make it even clearer for you.
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  3. Modules: Depending on which dashboard you have activated, the dashboards for each module are displayed here and can be accessed from the menu bar.
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  4. Configuration: In configuration, you can find almost all the settings of Tribe CRM. Whether you have access to these depends on your rights. On the Tribe Knowledge Base, you can find articles that help you customise the configuration.
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  5. Share dashboards: If you have a dashboard completely set up to your wishes and would like to share it with your colleagues, you can! Click this button to share your dashboard.
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    The menu in Tribe CRM
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3 Dashboards, widgets and views.

Dashboard
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A dashboard (1) is a clear workspace in Tribe CRM that keeps you up-to-date on relationships or activities. There are several standard dashboards included in Tribe CRM, but you can also easily create them yourself. This article tells you all about it.
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Widgets
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All information on the dashboard is presented in widgets (2). The widgets help you keep track of the activities that are important to you. There is a widget library with many standard widgets, but you can also create and delete widgets yourself. The article What are Widgets gives you more information.
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Dashboard with widgets in Tribe CRM
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Views
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In the widgets, you can click through to a list view (1) or a column view (2). Then what the widget displays is shown in a list or column view. In these views, you can see all the information in an overview and also search and filter it.

Selecting a view in Tribe CRM

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