Navigation & Icons

Navigating Studio Designer menu layout and common icons.

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.

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: 

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.

Icons:

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