|
|
  
|
|
|
|
Navigation panel is a part of TO3000, Version 10.0 user interface simplifying and quickening navigation in the program.
It consists of four groups of icons: Clients and Projects, each containing icons for accessing Clients', or Projects', related window correspondingly.
You can hide navigation panel to free display space by clicking left edge of the screen.
Use menu Navigation to switch between Classic and Modern style of navigation bar.
Client group of icons
Client window displays all information about the taken Client. Client data is broken down by the following tabs: Main, Contacts, Marketing, Prices, Quotes, Projects, Client Jobs, Invoices, Payments, Balance, Files, Info, Schedule.
General Prices for Clients window provides access to general price list: each Price representing a rate in chosen Currency for certain Service (language pairs, translation, proofreading etc).
See also: General Prices for Clients window.
Quotes to Clients window provides access to all currently created Client Quotes. This window can be used create a new Project based on a Quote, add/edit/delete Draft Client Jobs for existing Quotes.
See also: Quotes to Clients window
Invoices to Clients window provides access to all currently issued Invoices. Use this window to calculate Invoice totals, view and edit invoices, print any of these invoices.
See also: Invoices to Clients window
Payments from Clients window lists all Payments received from all Clients. Use this window to calculate Payment totals, link Payments with Invoices, edit and delete Payments.
See also: Payments from Clients window
Balance of Clients window displays a simplified balance sheet broken by Clients based on Payments from Clients and Invoices to Clients. Accounting staff can use this window to identify which Client's accounts require attention.
See also: Balance of Clients window
Client Folders window can be used to access Client files and folders. The window is analogical to Microsoft Windows Explorer window, though its scope is limited to Clients folder, which is located in C:\Business\ unless other specified in Advanced Settings of TO3000, Version 10.0.
See also: Client Folders window
Schedule of Projects (Schedule of Client Jobs) window displays block diagram of all Projects (Client Jons) for the specified period. Schedules are grouped by Clients.
See also: Schedule of Projects window
See also: Schedule of Client Jobs window
Project group of icons (with Projects Mode only)
Project window displays all information about each of the Projects. Project data is broken down by the following tabs: Main, Tree, Client Jobs, Files, Info, Schedule.
Client Jobs window displays the list of all Client Jobs stored in database. With the help of this window you can have a quick overview of all Client Job statuses, calculate Client Job totals, edit and delete Client Jobs.
Project Folders window can be used to quickly access Project files and folders. The window is analogical to Microsoft Windows Explorer window, though its scope is limited to Project folder, which is located in C:\Business\ unless other specified in Advanced Settings of TO3000, Version 10.0.
See also: Project Folders window
Schedule of Projects window displays block diagram of all Projects for the specified period.
See also: Schedule of Client Jobs
See also:
