Navigation panel

Navigation panel is a part of TO3000 user interface simplifying and quickening navigation in the TO3000:

navigation panel

Navigation panel consists of two groups of icons: Clients and Projects, each containing icons for accessing Clients' and Projects' related window correspondingly.

Each time you click on some icon, the necessary window opens on the right from the Navigation panel.

Clicking Client icon displays Client window containing all information about the taken Client. By going to various pages (Main, Contacts, Marketing, Prices, Quotes, Projects, Client Jobs, Invoices, Payments, Account, Info, Files, Schedule) you can add/delete items of Client list, view/change financial and informational records of taken Client.

See Also: Adding a new Client
See Also: Viewing and changing Client details

General Prices for Clients icon opens General Prices for Clients window, where you can manage your general (not including Discounts/Markups) price-list: set Price in chosen Currency for each Service (choose from the Services list) of each Group of Services (choose from the Groups of Services list).

Quotes to Clients icon opens Quotes to Clients window where you can see details of all currently created Client Quotes, create a new Project based on the Quote, add/edit/delete Draft Client Jobs for existing Quotes.

Next three icons, Invoices to Clients, Payments from Clients and Accounts of Clients provide access to corresponding windows displaying all Invoices, Payments and Accounts from the database.
See Also: Invoices to Clients window
See Also: Payments for Clients window
See Also: Accounts of Clients window

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Business Expenses icon displays Business Expenses window where you can enter and manage information about your business expenses.

Client Folders icon opens Client Folders window where you can access files and folders like in Microsoft Windows Explorer window, though its scope is limited to Client Folders, which are located in C:\Business\Clients\ (unless other specified in the Advanced Settings).

Schedule of Projects icon displays the Schedule of Projects window where you can see all pending, due/overdue projects (for all clients) for the time period specified.

Project icon displays Project window containing all information about the taken Project. By going to various pages (Main, Tree, Client Jobs, Info, Files, Schedule) you can add/delete items of the Project list, view/change financial, jobs and informational records of taken Project.

Client Jobs icon opens Client Jobs window which displays detailed information about all Client Jobs stored in TO3000 database.

Project Folders icon opens Project Folders window where you can access files and folders like in Microsoft Windows Explorer window, though its scope is limited to Projects folder, which is located C:\Business\ unless other specified in Advanced Settings of TO3000.

Schedule of Client Jobs icon provides access to the Schedule of Client Jobs window where you can see all pending, due/overdue client jobs (and the projects they concern to) for the specified time period.