Application Chrome
The application chrome is the persistent UI surrounding the content area on every page — the top navigation bar and the left sidebar.
Top Navigation Bar
The top bar appears on every admin page and contains:
| Element | Location | Function |
|---|---|---|
| DonorPoint logo / account name | Left | Links to the account home page; displays the current account name |
| Breadcrumb trail | Center-left | Shows the navigation path (e.g., Home > Contacts > Jane Smith). Click any crumb to navigate back. |
| Global constituent search | Center | Searches all Contacts and Organizations. See below. |
| Help | Right | Links to the DonorPoint documentation site |
| User dropdown | Right | Account switcher, My Profile, Logout. See below. |
Global Constituent Search
The top navigation bar includes a suggestion box (autocomplete) that searches Contacts and Organizations simultaneously across your account.
How it works:
- Type 2 or more characters — the search fires automatically
- Results show name, organization, and email for disambiguation
- Click a result to navigate directly to that contact’s or organization’s edit page
- Searches across first name, last name, email, and organization name
- Only active (non-deleted, non-archived) records are returned
User Dropdown
Clicking your display name in the top right opens a dropdown with:
- Account name — visual confirmation of your active account
- Switch Account — if you have access to multiple accounts, lists all accounts you can access; clicking one switches your active context
- My Profile — opens your UserAccount edit page
- Logout — logs you out and redirects to the login page
Session timeout: For PCI-DSS compliance, admin sessions automatically expire after 5 minutes of inactivity. You will see an idle warning before expiry.
Left Sidebar Navigation
The sidebar contains all main navigation links, organized into logical groups. Items you can’t access based on your permissions are automatically hidden. Each top-level item can expand to show sub-items via a dropdown chevron.
The current navigation groups are:
| Group | Sections |
|---|---|
| Getting Started | Introduction, Site Configuration, User Management |
| Admin Application Guide | Chrome, List Views, Edit Views |
| Constituent CRM | Contacts, Organizations, CRM, Segments, Transactions |
| Workplace Campaigns | Workplace Campaigns, Community Fundraisers |
| Online Giving | Forms, Items, Giving, Catalog |
| Email & Marketing | Email, Merge Tags, Autoresponders |
| Volunteering | Volunteer Programs |
| Donor & Volunteer Portal | Donor Portal (all 6 tabs) |
| Designations & Payouts | Payment Processing, Payout Engine |
| Reporting & Analytics | Reports, Dashboards |
| Customization & Configuration | Custom Fields, EL Reference, Content Editors |
| Integrations | Scripting, Event Handlers, Workflows, API |
| Administration | Users, SSO, Audit Trail |
The sidebar nav is driven by section landing pages (00main.md files). Adding a new 00main.md to a numbered directory makes a new section appear automatically.