Navigating Realhub

Modified on Tue, 12 Mar, 2024 at 2:27 PM

The Realhub interface is easy to use and pretty intuitive to navigate.


You should be able to find everything you need using the main navigation menu and top search bar. 




Main Navigation


The navigation menu on the left side of the page will take you to each of the main areas within Realhub you'll need. Use the menu at any time (except when building artwork) to jump to Overviews, Accounting, Agency Admin etc as required.


You'll find at times that the main nav collapses showing only the icons and not the menu names. Simply hover over an icon and the full menu will expand out again for you.


 















Top Search Bar


You can use the search bar at the top of the page at any time (except when building artwork) to quickly jump wherever you need.



The search scope has been improved and allows you to search for:

  • Campaigns (Address or ID)
  • Quotes (ID)
  • Quote Templates (Name or ID)
  • Users (Name)
  • Invoices (ID)
  • Orders (ID)





Sub Navigation Menus


In addition to the main left-hand navigation menu, some pages will have another sub-menu running down the left hand side of the page.


For example, if you go to Overviews, you'll see another menu listing all the overviews available to you. Within a campaign,  you'll be able to navigate the sub menu to access all the areas within the campaign.


While the main navigation menu always remains the same, the secondary menu will change based on the area within Realhub you're currently accessing.









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