The following conventions and symbols are used in .
† Some symbols are used frequently throughout so the table shows one or two examples only.
| What's that symbol? | Where do you see it? † | What does it mean? |
|---|---|---|
|
[global search] |
Main toolbar | Global search for jobs, clients, suppliers (and more) by number or name. |
|
[quick time entry] |
Main toolbar | Open the quick time entry drop-down. |
|
[collaboration manager inbox] |
Main toolbar | Open the collaboration manager inbox. |
|
[edit system settings] |
Main toolbar | Configure system settings. |
|
[user profile initials] ‡ |
Main toolbar |
‡ Displays your initials based on your user profile name. |
|
[search] |
Clients, leads, invoices, jobs, quotes, suppliers, purchase orders, WIP, reports | Search within the currently open manager screen by name or number, as applicable. |
|
[green toggle switch]
|
Under the Actual column for a job cost | Indicates an “actual” cost instead of “estimated” costs. You can click the switch to toggle the cost back to "estimated" |
|
[white tick - green circle] |
Under the Complete column for a job task | The task has been marked as complete and no further time can be added to it. If you need to add more time to a task, you can click the green tick to toggle the task back to incomplete |
|
[green tick – white background] |
Under the Sent column on invoices, quotes or purchase orders |
Indicates that this invoice, quote or purchase order document has been sent to the intended recipient. You can mark a document as sent by:
Using the "Mark as Sent" button does not actually send the document. |
|
[green tick - grey background] |
To right of staff member name in weekly time sheet summary | Indicates that the time sheet has been submitted. |
|
[garbage bin] |
|
Delete a file or (in red, with the word "Delete") delete a lead, quote, invoice, job, purchase order or other document. |
|
[edit column settings] |
|
Edit the number and order of column names in the Tasks header bar. Configure dashboard widgets |
|
[drag and drop] |
|
Reposition an item in a list of items using drag and drop. Tasks and costs in a job can be re-ordered only if Job Task or Job Cost order is set to Custom in Organisation Settings. |
|
[job priority level] |
Under Priority column in Job Manager |
One, two or three exclamation marks indicate a special priority level for the job. The priority level can be set under the Schedule Information section on the job, in the Priority field (see Edit a job):
|
|
[download] |
|
Download a file from . |
|
[upload] |
|
Upload a file to . |
|
[tooltip popup] |
Wherever brief help text is required | Mouse over the icon to see a brief description of an item or feature. |
|
[edit document] |
On the Documents tab for clients, jobs, quotes or estimates, and suppliers | Click to open the edit document dialog. |
|
[edit note comment] |
In Note Details dialog | Click to edit a note comment. |
|
[save changes to note comment] |
In Note Details dialog | Click to save changes to a note comment. |
|
[delete note comment] |
In Note Details dialog | Click to delete a note comment. |