Tormano uses a two-level navigation system.
Top navigation (always visible)
The top bar holds your module switcher. On the B2B edition you'll see Contacts, Companies, Deals, Activities, Marketing, Reporting, Automation, and Settings. On the Nonprofit edition, "Deals" becomes "Fundraising" (donations, grants, pledges, recurring), and you'll also see Programs.
The right side of the top bar holds:
- Search box (or click to open the command bar)
- Quick Create (the + button) for one-click record creation
- Help menu (the ? icon) for articles and support
- Notifications bell for assignments, mentions, and system alerts
- Avatar dropdown for Settings, Marketplace, Document AI, Offline Mode, and Sign Out
Side navigation (changes per module)
When you click a module in the top bar, the left sidebar swaps to show that module's sub-pages. Inside Contacts, you'll see Home, Contacts, Organizations, Custom Objects, and Multi-View. Inside Settings, you get the full settings tree (Profile, Organization, Security, Custom Fields, etc.).
Tips
- The sidebar can be collapsed with the « chevron at the top to free up screen space.
- The dashboard at
/homeis a customizable starting point. You can add or remove widgets. - Most list pages remember your last filter and column choices via Saved Views.