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tologo Navigation panel

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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.

 

Icons for Client related windows:

 

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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

 

 

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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).

 
See Also: General Prices for Clients window.
See Also: Services
See Also: Group of Services
See Also: Discounts/Markups

 

 

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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.

See Also: Quotes to Clients window

 

 

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 expances

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

See Also: Business Expenses

 

 

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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).

See Also: Client Folders window

See Also: Advanced Settings

 

 

Schedule of Projects icon

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.

See Also: Schedule of Projects

 

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Icons for Project related windows:

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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.

See Also: Project window

 

 

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

See Also: Client Jobs window

 

 

project folder icon

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.

See Also: Project Folders window

See Also: Advanced Settings

 

 

schedule of client jobs

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.

See Also: Schedule of Client Jobs

 

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See Also:

Translation Office 3000 V8 User Interface

Menu Bar

Button panel



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