Drop Down Menus

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The Tool Bar is located at the top of the main Design Manager window.  The buttons and drop down menus provide access to every function and window in Design Manager.  The top row contains five headings: File, Tools, Glossaries, Window, and Help each with its own drop-down menu.  Click on the heading to view the menu, and then click on your selection to open the corresponding window for that function.

 

The five drop down menus are listed below.

 

File:

 

file menu

 

File - Company Information Company Settings:  Opens the Company Information Window.

clientconnect iconClientConnect Website Settings: Opens the Client Connect-General Window. *ClientConnect is an Additional module.

File - User SettingsUser Settings:  Displays the User Settings Window to configure default e-mail message, Outlook folder locations, etc. for a given user.

File - Utilites Utilities: Opens the Utilities Window (to do backups, repair the database, etc.).

File - Live Update Live Update:  Accesses the Live Update function.

import icon Import: Displays the File Import Feature.

 

        Exit:  Closes the Design Manager program.

 

 

Tools: This drop down menu contains all of the functions on the default Tool Bar which is described below.

 

tools menu

 

Tools - Projects and Specifications Projects and Specifications:  Main window for all Project information and the creating and editing of Items and Components.

Tools - Employee Time Employee Time:  A user-friendly interface for quickly recording and maintaining Time Sheets for multiple managers and designers.

Tools - Documents and Accounting Documents and Accounting (Project View, Vendor View, or Journal Entries and Miscellaneous Cash Receipts View): Main window for entering all accounting transactions.

Tools - Pay Bills and CheckbookPay Bills and Checkbook (optional with Accounting module):  Printing, recording, and reconciling checks and credit cards.

Tools - Reports Reports:  Displays the Reports window.

Tools - Tasks and Appointments Tasks and Appointments:  Opens the To Do List Tasks and Appointments Window.

Tools - Address Book Address Book: Displays the Address Book.

 

 

Glossaries: Select from the following ten Glossaries which are explained in full under Glossary Windows:

 

glossaries - menu

 

Glossaries - Accounts Accounts (optional with Accounting)

Glossaries - Clients Clients

Glossaries - Employees Employees

Glossaries - Locations Locations

remarks icon Remarks

Glossaries - Sales Categories Sales Categories

Glossaries - Sales Tax Codes Sales Tax Codes

Glossaries - Ship To Codes Ship To Codes

Glossaries - Time Billing Activities Time Billing Activities

Glossaries - Vendors and Payees Vendors and Payees

 

Window:

Clicking the Window menu will display each open window within Design Manager so that a particular window can be selected and brought the foreground.

 

Help:

 

help menu

Help - Context SensitiveContext Sensitive (F1):  Brings up help for the window in the foreground.
Help - ContentsContents and Search:  Displays a list of contents in the Design Manager help file.

 

       About Design Manager:  Opens the About Design Manager 2011 Window where information on the software version, serial number, etc. is displayed.