A tour of the Dashboard and the main menu, and where the things you use daily actually live.
Internoodle covers a lot of ground — your people, your work, your money and your marketing — so the first time you sign in there is more on screen than you need. This guide is a tour: what the Dashboard is telling you, how the main menu is organised, and where to find the handful of things you will actually use every day.
Five minutes here saves a lot of clicking around later. And once you know the shape of it, you can hide everything you do not use.
This is where you land. It is a summary, not a place to work: how many Clients, Prospects, Web Leads and Contacts you have, what Tasks are outstanding, and how your Business Entities are doing over time.
The point of the Dashboard is the morning glance — what needs attention today. If nothing there is useful to you yet, that is because the system is still empty. It fills in as you use it.
The left menu is grouped by what you are trying to do, not by how the software is built:
Across the top you can pin up to seven shortcuts to the places you go most. Set these once you know your own routine — usually the Client List, Add Client, and Invoices.
You choose them under User Settings › Custom Views.
Click any Client and you get their record, split into tabs: Main, Tasks, Emails, Invoices, Notes and others depending on what you have switched on. This is the screen you will spend the most time in — everything about one person, in one place.
Two routes lead to the same place. Client Tools › Client Invoices is the Client-facing view. Accounting is the books-facing view. Invoice from either and it lands in both.
Ignore most of it at first. The menu is deliberately broad because the system covers a lot. You are not behind because you have not used Workflows yet.
Learn the Client record properly. If you only master one screen, make it this one. Most daily work happens there.
Set your Fast Menu after a week. Wait until you know which three or four places you actually keep returning to, then pin those.
Hide what you do not use. A shorter menu is faster to navigate. Turning things off does not delete anything — see the next guide.
Use the search. Once you have more than a page of Clients, searching is much faster than scrolling a list.
The menu looks like eight separate products, but it is one. A Client in Database Management is the same Client you Invoice in Client Tools, whose revenue appears in Accounting, and who receives the Campaign you send.
That is worth knowing early, because it changes how you use it: you are not copying between modules, you are looking at one record from different angles.
A menu section I read about is not there. Sections can be switched off per account, and per team Member. Check User Settings › Custom Views, or ask whoever owns the account.
My Dashboard is empty. That is correct for a new account. There is no sample data — it populates as you add Clients and Invoices.
I cannot find something I saw yesterday. Check whether you are in Clients rather than Prospects, and whether a filter is applied at the top of the list.
The tabs on a Client differ from the guide. Tabs like Employment, Children and Financial Plan are optional. A missing tab is hidden, not removed.
Most people start on the Dashboard for outstanding Tasks, then work from the Client List.
Yes. You choose which sections appear under Custom Views, and pin shortcuts to the Fast Menu.
The same login works in a phone browser. The Business Card Scanner and Receipt Scanner are designed to be used that way.
They are two doors into the same information. Client Tools is organised around the person; Accounting is organised around the books.
No. Invoicing and recording Payments need no accounting knowledge — the entries happen behind the scenes. The General Ledger is there when you or your Accountant want it.
Only what you allow. Team Member permissions are set per person, section by section.
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