Navigation & Icons

Navigating Studio Designer menu layout and common icons.


Tip: The most important button in Studio Designer is SAVE. Be sure to save what you are working on often. Nothing is stored within Studio Designer until it is saved.


Main Menu:

The Main Menu is a grey vertical column located on the left-hand side of the page.

  •   Dashboard
    Easy access to company overview
  •   +NEW
    Select to create a new record such as Address, Item, Activity, Inventory, etc
  •   Projects
    Access to the projects sub-menu which includes your various listings such as addresses, items, proposals, invoices, time billing, etc., already entered into the system
  •   Accounting
    Access to the accounting sub-menu which includes accounting-related tasks
  •   Time Billing
    Access to the Time Billing module
  •   Reports
    Access to reports including financial forms
  •   Settings
    Access to the settings sub-menu which includes things like My Company, My Employees, Activities, Tax locations, etc.

Note: Depending on user permissions, some of these options may not be visible. See Permissions for more details.

Sub Menus:

Each main menu selection will call out a sub-menu broken down into sub-categories pertaining to the category chosen.   Each selection will take you to

Using Tab & Enter: 

  • Tab key (on your keyboard) should be used to move from field to field.
  • Enter key (on your keyboard) performs button clicks and generally should not be used.


Filters in Studio Designer are a powerful tool for improving workflow.  Filter options exist at the top of most of the pages in Studio Designer.  Often encompassed in a blueish-grey area, they can be used to reduce the records displayed on each page to fit within the criteria entered into the filters.

Filters come in various forms:

  •   Dropdown fields:  Fill in or use the drop-down entries for various choices.
  •   Toggles:  On/Off switches that will filter records.
  •   Todays Date:  quickly fill in todays date.
  • Clear Filters Option:  Quickly clears all the filters.

Tip:  Keep in mind a few important aspects about filters:

  • If you are not seeing an entry, first check the filter settings.

  • Filter settings will not always reset after leaving a page and returning.


Common icons and symbols used throughout Studio Designer:

  • Support:  Access to Studio Designer Support features.
  • User Guide:  Access to Studio Designers knowledge base.
  • User Profile / Log Out options.
  •   Search:  When entering a new record, this option is often visible to the right of an entry field.  It provides a more in-depth search of the data.
  • Edit:  This action is often located to the right under a column heading called Actions.  Allows access to the editable options for the given record.
  •   Open:  Mainly found on an Item detail page, this action button will appear as a quick link to another area of Studio Designer. 
    For example: If an Item has an associated proposal number, this will appear next to Proposal# and offer an Open Proposal link.
  • Delete:  This action is often located to the right under a column heading called Actions. This will delete the given record.
  • Invite to Client Portal or Client Portal Settings:  This action is located to the right under a column heading called Actions within the Clients or Address section
  • RFQ:  A quick way to share or export RFQ (Request for Quote) details of an Item
  • Spec:  A quick way to share or export specifications of an Item
  • Share:  This action will bring up the various sharing options for Proposals, Purchase Orders, and Invoices. With access to Interactive Documents, Client Portal, and email options.
  • Add to Design Project:  Presented as an option from your My Products listing to quickly assign a client or project & add the product to your items.
  • Complete or Reconcile:  An action available under Activities to quickly mark the activity as Complete or it appears in Reconciliation of the Accounting section as Reconcile
  • Favorites:  Available in some areas of Studio Designer where the user can designate something as a favorite to help in filtering. 
    For example: in the Reports section, certain reports can be designated as a favorite which will help filter those reports commonly used.
  • Additional Options:  Often displayed to indicate additional options that may be available
  • Status indicators found on some page listings, these indicators are used to easily distinguish status:
    • Approved or Yes
    • Waiting
      For example: On your listing of proposals, this would indicate it had neither been approved nor rejected.
    • Rejected or No
    • (No icon/blank): Invoiced

Note: When new proposals are created, their status is set to Waiting by default. Once a proposal has been invoiced, the status will change to blank (no icon).