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.
The Main Menu is a grey vertical column located on the left-hand side of the page.
Easy access to company overview
Select to create a new record; i.e. Address, Item, Activity, Inventory, etc.
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.
Access to the accounting sub-menu which includes accounting-related tasks.
- Time Billing
Access to the Time Billing
Access to reports including financial forms.
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.
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.
- Today's Date: quickly fill in today's 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'.
For example: On your listing of proposals, this would indicate it had neither been approved or rejected.
- 'Rejected' or 'No'.