The Navigation Bar, found on the left side after getting logged in, acts as a gateway to the many features of ETO. What appears on the Navigation Bar is customizable through Manage Site Navigation, so you may not be able to see all of the following options depending on your User role. Administrators and Users alike can choose to collapse or appear by default.


Navigation Bar Links to Corresponding Articles

My Dashboard

To-Do List

New

My Favorites

Help

Participants

Participant History

Record Efforts

Referrals

My Work

Contacts

  • Add Contact
  • View/Edit Contact

Entities

  • Add Attribute by Group
  • Find Entity
  • Find Entity (NEW)
  • Add New Entity
  • Add New Entity (NEW)
  • View/Edit Entity
  • View/Edit Entity (NEW)
  • Manage Entities
  • Enroll Entity
  • Enroll Entity (NEW)
  • Dismiss Entity
  • Dismiss Entity (NEW)
  • Manage Program Entities
  • Record Entity Efforts
  • Multiple Entity Efforts
  • Review Entity Efforts
  • Review Entity Efforts (NEW)
  • Entity Assessment
  • Define Entity Subtypes
  • Track Entity Processes

Scheduling

Collections

TouchPoints

Reports

ETO Reports

  • Entity ETO*
  • General ETO*
  • Participant ETO*
  • ETO: Assessment
  • ETO: Entity
  • ETO: General
  • ETO: Misc
  • ETO: Net Impact
  • ETO: Participant
  • ETO: Participant (Site)
  • ETO: Staff
  • ETO: Staff*
  • ETO: Time & Effort

Wizards

Marketplace

  • View Marketplace

ETO Insight

Program Administration

Site Administration

Enterprise

Community

  • Manage Community

Connect

  • Connect

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