Navigation

Enter a window by clicking on a tab. At the top of each Briefcase window, you will see eleven tabs:

  • Dashboard
  • Contacts
  • Jobs
  • Planning
  • Scheduling
  • Estimates
  • Purchases
  • Invoices
  • Time and Expenses
  • Report Settings.

Within the Settings section there a five sub menu tabs:

  • License
  • Users & Groups
  • Company
  • Accounting & Rates Matrix.

To navigate to a different Briefcase window, click on the tab for the window you wish to view next.

Click the Back button  on the top of the current window to return to the previous window. (You can do this as many times as you like to scroll back through Briefcase).

To move from List View to Detail View

Each Briefcase Window can be viewed in either List View or Detail View.

List View displays a list of current found records.

Detail View displays an individual record.

You can change how you view your records at any stage by clicking on any of the blue sub headers

To return to the default view, click on the window tab again.

You can click the record you wish to access whilst in list view. 

Click the Back or Forward arrow in the centre of the window to move to the previous or next record int he list.

 

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