CoreBridge is a powerful business management tool that allows businesses to organize and maintain large quantities of information; from pricing and workflow to employees and sales goals. Understanding CoreBridge's available features, as well as general navigation throughout the system, empowers users to get the most out of their system.
Table of Contents
Web Based System Information
CoreBridge is a web-based software, meaning the program can be functional directly through your internet browser without any needed downloads or installations. Simply open a new tab and enter your unique URL to access your system.
Example: example.app-dev.corebridge.net.
CoreBridge can be accessed at any time using your mobile device or tablet. The software is pre-configured to display correctly on smaller screens.
We recommend using the following browsers for both web and mobile access to ensure optimal performance:
- Google Chrome.
- Firefox.
- Microsoft Edge.
Note: The customer portal is accessible from any browser.
Additionally, CoreBridge can be opened across multiple tabs, on multiple devices, by multiple people at the same time.
Note: CoreBridge will never log you out of your system due to inactivity.
CoreBridge Navigation
The CoreBridge EVO system contains a Navigation Menu that allows you to move between different areas of the system. The navigation structure may include a top-level menu and/or a sidebar, depending on the screen you are viewing.
a. Main modules – Areas of information grouped together by function. In EVO, these may include Dashboard, Boards, Sales, CRM, Purchasing, Accounting, and Reports.
b. Sections – Within each module, more specific areas are available. For example, within Sales, you may access companies, orders, or estimates.
c. Collapse – Menus can be collapsed and expanded using the Collapse icon when available. When collapsed, the menu can often still be accessed by hovering your mouse on the edge of the screen.
d. Search or list menus – In many areas, after selecting a list or option, a Search Menu or list panel may appear with additional options. The currently selected item is typically highlighted.
e. Tabs – After making selections from main screens, many areas organize information into separate Tabs. Selected tabs are typically shown with distinct styling.
f. Navigation path – As you navigate through the system, a Navigation Path may display the path taken to reach the current screen. Clicking on elements in the path can return you to previous screens.
Search Bar and Quick Options
The Search Bar and Quick Options are typically located at the top of the screen throughout the system and can be viewed and utilized at any time. Click on a Quick Option to see a pop-up with a brief overview of information, hyperlinks to more detailed screens, and the ability to add information.
a. Search Bar – The Search Bar can be used to quickly search through Orders, Estimates, Companies, Contacts, Payments, Purchase Orders, or Credit Memos.
b. Tasks – A quick view of personal tasks. Tasks can be managed in your profile or tasks area. The pop-up may contain a hyperlink that will direct you there.
c. Calendar – The Calendar may display a list of favorited calendars, with an option to select a link that will take you to all calendars.
d. Messages & Notifications – Clicking on these icons will redirect you to Messages & Notifications.
e. Time Clock – A view of the logged-in user's time clock information may be shown here, including total hours for the day and week, current activity, today's history, and the option to clock in or out of an activity.
Note: Time Tracking is permission based. Not all users will have access.
f. Help – If you have questions about the system, you can enter them in the help search field or scroll through a list of common topics to find a related article or guide. Selecting Help Desk at the bottom of the Help pop-up will redirect you to the CoreBridge knowledge base.
Common Features
Throughout the CoreBridge system there are features that will be repeatedly seen, all having very similar functionality.
a. Help Tips – Help Tips can be found throughout the system and contain helpful information related to the feature they are found by. To view the Help Tip information, hover over the question mark icon.
b. Collapse – Menus can be collapsed and expanded using the Collapse icon.
c. Sort – Many lists can be sorted using the up and down arrow icons.
d. Ellipsis – Ellipsis are found in many places throughout the system, typically on the right hand side of a feature, screen, or field. Hovering over an option in a list will also often present an Ellipsis that can be used to perform additional actions, such as clone or delete. Click on the Ellipsis to open up the options.
Note: If you have used the Ellipsis to set an item to inactive, most inactive items can be viewed again by clicking on the filter and selecting Include Inactive.
e. Filters – In areas of the system where there are lists of options or information, there will likely also be an option to filter the information in the list. Selecting the Filter icon will open the Filter Options on the right hand side of the screen.
For questions on features and functionality, please visit our Knowledge Base or contact supportdesk@corebridge.net.