Navigation: Using the Navigation Filter

Introduction

The Navigation Filter helps users quickly locate areas within the CharityEngine platform without manually searching through the full navigation menu. By hovering over the navigation and typing a keyword, users can instantly surface relevant menu options and jump directly to the desired section.

This feature is especially helpful for organizations with users who frequently move between multiple applications and configuration areas throughout the platform.

Table of Contents

1. Prerequisites
2. Accessing the Navigation Filter
3. Searching the Navigation Menu
4. Selecting a Navigation Result
5. Best Practices
6. Outcome
7. FAQ & Further Reading

Prerequisites

No prerequisite required.

Accessing the Navigation Filter

Instruction: Open the Navigation Menu

Step 1:

Log into CharityEngine and locate the primary navigation menu on the left side of the platform.

Step 2:

Hover the mouse cursor over the navigation menu to expand the available application and menu options.

Step 3:

Locate the navigation filter search field at the top of the expanded navigation menu.

Searching the Navigation Menu

Instruction: Use the Navigation Filter

Step 1:

Click into the navigation filter search field.

Step 2:

Begin typing a keyword related to the desired area of the platform.

Examples include:

• portal
• campaigns
• workflows
• dashboard
• transactions
• reports

Step 3:

As text is entered, matching menu options will automatically display in real time.

The filter searches across available navigation items to help users quickly identify the correct application, listing screen, configuration area, or feature.

Selecting a Navigation Result

Instruction: Navigate to a Filtered Result

Step 1:

Review the filtered menu results displayed beneath the search field.

Step 2:

Click the desired menu option.

Step 3:

The user will be redirected directly to the selected area within CharityEngine.

Best Practices

• Use broad keywords when searching for applications or features.
• Try alternative terms if the desired result does not immediately appear.
• Hover over the navigation before searching to ensure all menu items are available.
• Use the filter to reduce time spent manually expanding multiple navigation sections.

Outcome

After completing the above steps, users should be able to quickly locate and access areas within CharityEngine using the Navigation Filter. This feature helps improve navigation efficiency and reduces time spent searching through menu structures manually.

FAQ & Further Reading

Q. Does the Navigation Filter search all areas of CharityEngine?

A. The Navigation Filter searches available navigation menu items and surfaces matching application areas, configuration sections, and tools available to the logged-in user.

Q. Why are some menu options not appearing in the filter results?

A. Navigation results are dependent on the user’s permissions and available access within CharityEngine. If a menu item is unavailable, the user may not have permission to access that feature.

Q. Do users need to click Enter after typing a search term?

A. No. Results automatically appear as the user types within the navigation filter.