📂 The Main Menu is your central navigation tool in Daai Business Suite. It is always visible, no matter which screen or module you are working in. This allows you to move quickly between sections without losing your workflow.
1️⃣ Where to Find It
- The Main Menu is placed on the left-hand side of the screen.
- It remains fixed and accessible across all modules.
2️⃣ What It Contains
The Main Menu provides quick links to:
- Dashboard → Your starting point with announcements, KPIs, follow-ups, and activity.
- CRM → Leads, Prospect, Opportunity, Followups, Support.
- Billing → Clients, Projects, Catalog, Proforma, Invoice, Recurring, Payments, Credit Note.
- HRM → Hiring, Employee, Timesheet, Attendance, Leaves, Allowance, Salary, Assets, Announce.
- Finance → Expenses, Petty Cash, Reimburse, TDS Challan, Vendors, Liability.
- Users → Roles, Users.
- Reporting → Statements, Reports (incl. Stock On Hand).
- Settings → Config Wizard, Primary, Leaves, Salary, Attendance, Currency, Dropdown Settings, Holiday, Catalog Categories.
- Profile picture / name at the bottom of the sidebar → opens your User Profile (where you can change your password) and the Logout link.
3️⃣ Key Features
- Collapsible Menu → Expand or collapse to save space.
- Consistent Layout → Icons and labels remain the same throughout the system.
- Role-Based Visibility → Users only see modules they have permission to access.
- Persistent → The sidebar does not reload when you switch modules; only the right-hand panel updates.
4️⃣ How to Use It Effectively
- Click any module name (e.g., Finance) → Opens its main section.
- Use sub-menus for quick navigation to specific pages (Invoices, Expenses, etc.).
- Use the Logout option safely after finishing work.
5️⃣ Best Practices
- Keep the menu expanded if you’re new (to learn icons).
- Collapse once familiar for more workspace.
- Remember, you can navigate to any screen from anywhere without reloading the whole system.
👉 The Main Menu is your system-wide shortcut panel — once you understand it, moving across modules becomes seamless.