J+Search is starting a new era with a more client oriented User Interface, allowing you to easily find your project and organize your work.
Let's have a look at that new structure.
What's Client Workspace?
This new structure allows users to link any project, regardless of the app, directly to a specific client
Create a Workspace
You can add your client workspace directly in the homepage
To add a client, simply click on "new client"
You will need some informations to create a client workspace:
The name
[Optional] The client ID (which is the ID used in salesforce)
An image (using a logo is recommended)
Once you have created the workspace, it will appear in 2 instances:
on the Homepage:
And on the topbar in every tool
Manage a workspace (share and delete)
You can also share these workspaces with anyone
Keep in mind that if you don't have created any workspace, the default one is named "default".
If you want to delete your workspace, you need to go to the homepage and select the workspace to delete it
Be careful, all associated project will be moved to the default workspace
Navigating between workspace
Now you have created several workspace, you can navigate between them
For this you can simply select the workspace you want in the selection list in the header
Then you can navigate in all the apps with the same workspace
Add a project to a workspace
To add a project to a specific workspace, simply select your project and click on "action".
Then click on "move to a client workspace".
Select the desired workspace and click on "move":
You will then find your project in this client workspace.