Find your way around Tormano

Everything in Tormano is two clicks away. Pick an area in the left sidebar, then pick a tab at the top of the page. Nothing is buried deeper than that.

The left sidebar

Items are grouped into labeled bands, top to bottom:

• My Work: Home (your dashboard), Inbox (notifications), and Tasks (board and activity log)
• Records: the people and companies your work revolves around. Contacts are called Constituents and Companies are called Organizations on the Nonprofit edition.
• Sales (Business edition): Deals and Revenue (quotes and invoicing, products, in-person payments)
• Fundraising (Nonprofit edition): Donations, Campaigns, and Grants
• Programs (Nonprofit edition): Events, Volunteers, Memberships, and Programs
• Engage: Email, Messages (WhatsApp and video messages), Marketing (Outreach on the Nonprofit edition), and Service (knowledge base and client portal)
• Insights: Reports and Intelligence (AI insights, scoring, sentiment)
• System: Automation and Data (imports, files, duplicates, quality, enrichment)

Settings lives at the bottom of the sidebar with its own sections: Personal, Workspace, Data, Integrations, and, on the Nonprofit edition, Fundraising.

Tabs inside pages

Clicking a sidebar item opens that area’s main page, with its tabs across the top. Donations, for example, has tabs for Pledges, Recurring Gifts, Tax Receipts, Statements, and Funds; Deals has Pipeline, Analytics, Approvals, and Forecasting. Tabs are the second and last level of navigation.

Top bar

• Search / command bar: press Cmd+K (or Ctrl+K) to jump to any page, tab, setting, or record
• Quick Create (the + button) for one-click record creation
• Help menu (the ? icon) for articles and support
• Notifications bell: opens your Inbox
• Avatar dropdown for Settings, Help & Support, and Sign Out

Tips

• Customize sidebar, at the bottom of the sidebar, hides items you never use.
• Admins can hide entire modules for the whole organization under Settings > Workspace > Features (hidden modules disappear from the sidebar, tabs, and command bar; data and direct links keep working).
• Set your own default landing page (where you arrive after sign-in) under Settings > Personal > Profile.
• The sidebar collapses to icons with the chevron at the top.
• Home is a customizable dashboard. Add or remove the cards you want to see.
• Most list pages remember your last filters and columns as a saved view.