In version 6.8 the general user interface of BusinessMind has received a much needed update. This article will guide you through some of the major changes.

The new application home screen.

The main application window and it's contents now more closely resemble a browser-based interface. However, understand that this is not a browser based interface. The appearance and "feel" of the application has been updated to closely (but not exactly) mimic a browser style interface in order to provide some uniformity between the desktop version and the upcoming browser based version of BusinessMind.

Tabs

Opening into new tabs is no longer the default mode of operation for navigation as it was in the legacy interface. Features that still support opening into a new tab can be used in a new tab by holding the command key (Mac) or windows key (Windows) down on the keyboard while clicking to navigate to the function OR by simply right clicking on the record you want opened in a new tab.

The application supports a maximum of 5 simultaneously open tabs. The main window title changes to always describe the feature area currently in view.

Desktop Menu Bar

Almost all navigation for accessing features has been moved out of the Desktop menu bar and into the main application window. (See "home screens" below). This change has been made for interface uniformity across desktop, browser, and mobile BusinessMind usage. This is also a more familiar interface style for users of other modern applications.

The main navigation bar is displayed at the top of the screen. Depending on what action you are taking, additional task-specific function icons may appear below it.

Components of the main navigation bar (left to right)

Note: Some functions may navigate to the legacy view, depending on what version you are running.

BusinessMind Icon
Clicking this will immediately exit the current screen and bring you to the application home screen.

Inventory
Clicking this will immediately exit the current screen and bring you to the inventory home screen.

Sales
Clicking this will immediately exit the current screen and bring you to the sales home screen.

Workshop
Clicking this will immediately exit the current screen and bring you to the workshop home screen.

Contacts
Clicking this will immediately exit the current screen and bring you to the contacts home screen.

+ Icon
Click to drop down a menu with quick access to functions for adding new inventory, contacts, etc.

Shopping Bag Icon
Clicking this will immediately exit the current screen and bring you to the Point Of Sale interface (retail).

Puzzle Piece Icon
Clicking this will immediately exit the current screen and bring you to the Addons & Integrations home screen.

Bell Icon
Clicking this will immediately exit the current screen and bring you to the system notifications home screen.

Ring Buoy Icon
Clicking this will bring you to the BusinessMind Help Center via your default web browser.

Lock Icon

Clicking this will lock your BusinessMind, you can unlock by entering your login password.

Your Login Name
Clicking this will prompt you to log out of the application.

Map Pin Icon
Click to drop down a menu with quick access for switching geolocations.

Gear Icon

Will bring you to a settings and administration page.

In addition to these primary functions, hovering over most controls will provide additional information in a tooltip. For example, hovering over the BusinessMind Icon will indicate what version you running.

The four primary operational centers of the application (Inventory, Sales, Workshop, and Contacts) each have an associated "home screen". The home screens provide a convenient aggregation of feature navigation and summary information for each of the operational centers.

An example illustration of the inventory home screen.

Home screens can also display data visualizations of your own creation via Tableau Integration. Beta!

List views have been completely redesigned to eliminate excess complexity and be simpler and more enjoyable to use for the majority of users.

Built-In Smart Sets
Commonly desired smart sets provided by the application. These smart sets can not be modified.

User Smart Sets
Smart Sets created and defined by the user. These smart sets can be edited or deleted at any time by the user that created them. They are visible only to the user that created them. There is a limit of 10 smart sets per list view per user.

Paging Navigation
List views display results in pages of 100 rows per page. Navigation controls at the bottom of the view allow for paging forward and backward through the set.

Sort Controls
An application defined drop-down list of available fields that a list view can sort by.

Language Aware Text Filter
Further filter a smart set with any text phrase using language-aware comprehension.

Download To CSV
Download the complete contents of the current smart set. If you're operating system is configured correctly, this feature can open the current list view directly into your desktop spreadsheet program with a single click.

For more information on smart sets, please see the article on smart sets.