Navigation

WiseParts uses a sidebar menu to organize features. The menu has three main sections plus contextual views.

Main Menu

Click the menu icon to open the sidebar. You'll see these tabs:

Home Tab

The Home tab is your starting point. It contains three sections:

Home — Your daily essentials:

• Inbox — Notifications for exports, tasks, and alerts
• Schedule — Calendar view of your activities
• Tasks — Work items assigned to you

Shortcuts — Quick actions like creating a new order

Hub — Direct links to major features:

• Customers, Analytics, Goals
• Quotes, Orders, Invoices
• Reports, Schedule, and more

Dashboards Tab

Access visual dashboards:

• Custom — Personalized widgets you configure
• Sales — Goals, forecast, team performance
• Customers — Active/inactive customer metrics
• Call Center — Call volume and recovery rates
• Conversations — Response times and channel stats

Organization, Billing, Integrations & Features

Admin configuration (requires appropriate permissions):

• Organization — Users, Teams, Branches, Brands, Aliases
• Billing — Subscription and Invoices
• Integrations — Source system connections and logs
• Features — Task Types, Forms, Custom Fields

Customer View

When you open a customer, the sidebar switches to show customer-specific options:

• Dashboard — Customer overview and widgets
• Profile — Contact info and details
• Sales — Purchase history and analytics
• Activities — Visits, calls, and forms
• Orders & Invoices — Transaction history
• Due Documents — Outstanding balances

Click any other menu tab to leave the customer context.

Top Bar

The top bar provides:

Main Sections

Here is a quick map of the main areas in WiseParts:

Tips

• Use Search (top bar) for the fastest way to find anything
• The Home tab has shortcuts to most features you need
• Dashboards are great for a quick performance snapshot
• When viewing a customer, all related data is one click away