Persistent Ribbon

All XCM pages have a persistent ribbon from which you can search, access utilities, and manage your user profile. A description of the ribbon is available in the following table.

Persistent Ribbon Items Table

Icon

Name

Description

quicksearch.gif

Quick Search

Enter Client/Entity Last Name or Number to do a quick search. Select the Client/Entity from the auto populate window to display the Tasks for that Client/Entity in the search results.

Advanced Search

The Advanced Search allows you to search using a combination of multiple filters.

Utilities

The Utilities section allows the XCM firm administrator to configure your firm setup and perform functions in bulk.

user profile.gif

User Profile/ Log Off

 

 

Update your profile, view your calendar when Scheduler is enabled for your firm, check time validation, and log out of XCM.

 

 



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