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Welcome to TO3000
Registering your copy of TO3000
What's new in version 8
Quick Start
TO3000 User Interface
Menu Bar
Button panel
Navigation panel
Right-click menu
Local Custom Filter
Global Date Filter
Navigating TO3000 quickly: History, Jump, Open Folders
Settings
Business Settings
Groups of Services
Services
Volume Units
Currencies
Exchange Rates
Taxes
Discounts/Markups
Countries
Payment Methods
Personal Settings
AnyCount
Colors: General
Colors: Status
Fonts and Sizes
Templates
Position of Custom Fields
Schedules
Advanced Settings
General
Codes
Folders
Salutations
Custom Fields
Custom Variables
Custom Queries
Custom Reports
CATCount
Database Settings
Clients
Main page of the Client window
Adding a new Client
New Client window
Viewing and changing Client details
Edit Client window
Deleting a Client
Marketing story of a Client
Prices managing
Projects
Main Project page
Creating a new Project
New Project window
Modifying a Project
Edit Project window
Main page, Project Profile
Quotes to Clients
Creating a new Quote
New Client Quote window
New Draft Client Job window
Modifying a Quote
Edit Client Quote window
Edit Draft Client Job window
View all Quotes
Creating a Project based on the Quote
Client Jobs
Project Client Jobs page
Project Tree page
Client Jobs window
Creating a new Client Job
New Client Job window
Modifying a Client Job
Edit Client Job window
Deleting a Client Job record
Invoices to Clients
Invoices page of the Client window
Invoices to Clients window
Creating a new Invoice
New Invoice window
Changing Invoice details
Edit Invoice window
Deleting Invoices. Voided Invoices.
View Voided Invoice
Payments from Clients
Payments page of the Client window
Payments from Clients window
Adding a new Payment
New Payment window
Changing Payment details
Edit Payment window
Deleting a Payment
Schedules: tracking the Jobs/Projects accomplishment
Schedule page of the Client window
Schedule of Projects window
Schedule page of the Projects window
Schedule of Client Jobs window
Accounts
Account page of the Client window
Accounts of Clients window
Files and Folders
Files page of the Client window
Client Folders window
Project Folders window
Files page of the Project window
Business Expenses
New Business Expense window
Edit Business Expense window
Multi-Currency Support
Your Base Currency
Currencies and Exchange Rates
Client Currency
Prices and job accounts in different currencies
Currencies in Clients Accounts
Templates
Templates
Logic of Templates
Common Template Variables
Date and Time Functions
Project Template Variables
Contacts Template Variables
Quotes Template Variables
Client Jobs Template Variables
Invoice Template Variables
Payments Template Variables
AnyCount
CATCount
Exporting TO3000 data
Export to .TXT
Export to .XLS
Export to .CSV
Export to .HTML
Export to .RTF
Export to .PDF
Database Operations
Backup/Restore TO3000 database
Run Update Script
Quick Optimization
Repair
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