CoherenceCOHERENCE

Navigation & Sidebar

Master the Coherence sidebar and navigation

Navigation & Sidebar

The sidebar is your home base for navigating Coherence. Learn how to use it effectively and customize it to your workflow.

The sidebar contains:

  • Modules - All your data types
  • Views - Saved views for each module
  • Favorites - Quick access to starred items
  • Settings - Workspace configuration

Module Navigation

Module List

All modules appear in the sidebar. Click any module to see its records.

Default View

Each module has a default view that opens when you click it. You can change this in module settings.

Expandable Sections

Click the arrow next to a module to see its saved views:

📋 Contacts
   ├── All Contacts
   ├── My Contacts
   └── New This Week

Customizing Your Sidebar

Reordering Modules

Drag and drop modules to change their order:

  1. Hover over a module name
  2. Click and drag the handle
  3. Drop in the new position

Your most-used modules should be at the top for quick access.

Hiding Modules

Hide modules you don't use:

  1. Right-click the module
  2. Select Hide from Sidebar

Hidden modules are still accessible via search.

Grouping Modules

Create sections to organize related modules:

  1. Click Customize Sidebar
  2. Add a new section
  3. Drag modules into sections
SALES
├── Leads
├── Contacts
└── Deals

OPERATIONS
├── Projects
└── Tasks

Keep your sidebar clean by hiding rarely-used modules. You can always find them through search.

Favorites

Adding Favorites

Star any of these to add to Favorites:

  • Records
  • Views
  • Filters
  • Reports

Click the star icon or press F when viewing an item.

Accessing Favorites

Your favorites appear in the Favorites section of the sidebar, giving you one-click access to important items.

Organizing Favorites

Drag favorites to reorder them. Your most critical items should be at the top.

Collapsing the Sidebar

Compact Mode

Click the collapse button to minimize the sidebar:

  • Icons only for modules
  • More space for your data
  • Hover to expand temporarily

Keyboard Shortcut

Press Cmd+\ (Mac) or Ctrl+\ (Windows) to toggle the sidebar.

Quick Actions

New Record

Click the + button next to any module to create a new record instantly.

Module Settings

Right-click any module to access:

  • Module settings
  • Field configuration
  • View management
  • Permissions

Quick Filter

Type in the sidebar search to filter modules and views:

  • Matches module names
  • Matches view names
  • Matches favorite labels

Press Cmd+K to open global search, which searches across all your data.

Mobile Sidebar

On mobile devices:

  • Swipe right to open the sidebar
  • Tap outside to close
  • Same organization as desktop

Best Practices

  1. Keep it minimal - Only show modules you use daily
  2. Use favorites - Quick access to your most important records
  3. Create sections - Group related modules together
  4. Collapse when focusing - More screen space for your work

Next: Learn about Search to find anything quickly.