tologo Navigation panel

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Navigation panel is a part of TO3000, Version 9.0 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

 

icon_clientClient 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.

See also: Client window

 

icon_general_prices_clientGeneral 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.

See also: Services

See also: Group of Services

See also: Discounts/Markups

 

icon_quotes_clientQuotes 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

 

icon_invoices_clientInvoices 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

 

icon_payments_clientPayments 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

 

icon_finances_clientsBalance 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

 

icon_folders_clientClient 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 9.0.

See also: Client Folders window

 

icon_schedule_clientSchedule of Projects window displays block diagram of all Projects for the specified period. Schedules are grouped by Clients.

See also: Schedule of Projects window

See also: Using Schedules

 

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Project group of icons

 

icon_projectProject 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.

See also: Project Window

 

icon_client_jobs_projectClient 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.

See also: Client Jobs window

 

icon_folders_project 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 9.0.

See also: Project Folders window

 

icon_schedule_projectSchedule of Projects window displays block diagram of all Projects for the specified period.

See also: Schedule of Client Jobs

 

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See also:

TO3000, Version 9.0 User Interface