OCS Help
  • OCS Help
  • How to Login to OCS
  • Password Reset
  • Navigating OCS
  • Profile, Billing & Password
  • Logout of OCS
  • List Editor
    • Overview
    • Edit a List Record
    • 12 Month Marketing Program - List Editing
    • Delete records
    • Add Records
    • Search for Records
    • Change Versions of Multiple Records
    • Export Records
    • Generate and Print Mailing Labels
  • Account Management
    • Order History
    • Invoices
    • Revision Request
  • E-News Builder
    • E-News Builder Overview
    • E-News Builder: eDelivery Editing and Proofing
    • E-News Builder: Custom Content Rows
    • Analytics
    • Gmail Truncation Issue
    • E-Newsletter FAQ
  • Layout Editor
    • Layout Editor Overview
    • Layout Editor: Editing Text Boxes
    • Layout Editor - Image Boxes
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Navigating OCS

How to Navigate around OCS and how to use the Dashboard

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Last updated 6 years ago

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After you login to OCS, you'll see the Dashboard, as well as a Navigation Pane on the left we call the NavBar, and a Profile Menu on the top right.

The Dashboard may show a Welcome message when you login for the first time. You may also see promotions or other messages from LTM Client Marketing.

Navigation

  1. The Dashboard link in the NavBar will always bring you back to the main dashboard page

  2. The Active Products section of the NavBar displays all the products for which you have an active subscription or order. There may only be one product listed here, or you might subscribe to several of our products. Each product has it's own links.

  3. Click on a Product name, such as "Let's Talk Money" or "LTM Online E-Delivery" to view the submenu of Services available for that product.

  4. The Inactive Products section shows the products you used to take, but have cancelled, or which may be inactive. You may not see anything here if you don't have inactive products with us. The inactive products section shows a subset of the Services that are available in the Active products section.

  5. The Collapse Widget allows you to shrink the NavBar down to give you more screen width

  6. The Notifications Menu displays alerts. You may be prompted that your Mailing List or Layout requires approval, for instance.

  7. The Profile Menu allows you to Logout of OCS. It also displays links to your Profile page, where you can.

    1. Change your password

    2. Add or modify your Payment information

    3. Change the color Theme for OCS

  8. The Update Payment Info button is a shortcut that gets you directly to the Payment Info tab on your Profile page

  9. The Important Dates section of the Dashboard is always visible and displays dates that are of interest to you, depending on which products you take

  10. You can view the dates in either a Calendar or List view

  11. You can scan forward and backwards for dates in the future and the past

  12. The Help widget brings up access to

    1. The OCS Help site

    2. Customer Service Assistance (for general questions or if you need assistance)

    3. Technical Support (to report bugs or problems with OCS)

  13. The Featured Product showcases new products and services, as well as any special product promotions.