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Navigation

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We’ve given a lot of thought to how navigation should work. You navigate the same way in all screens in a workflow when you use Office Manager (or any SageTea Application). You’ll need to learn how to do this at first. Once you get the hang of it you’ll be able to use the same technique anywhere in the system. Workflow management becomes easy after that. An example toolbar is shown below:

Toolbar Navigation

Jump

This menu lets you select any workflow area and move to immediately. In Office Manager, menu choices are Office Management, Scheduler, Pay Period, Approved Pay Period, Pay Period Activity, Active Projects, Completed Projects, Active, Testing, Test Results, Active Issue, Resolved Issue, Participant, Address, Appointment, Visit, Cancellations, Document, Email Accounts, Email Folders, New Email, Email, Contact, Channel Partner, Financial Dashboard, Build Submission, Accounts, Participant Dashboard, Sales Report, Customer Report, Customer Visit, Reception, Room 1,2,3.., Completed Visit, No Shows,. Follow-Ups, Invoice, Administration, Resource, Location, Appointment Reason, Service List Setup, Tax, Color, Reports, Invoice Report, Product Report, User Report

Themes

Change the look of your Office Manager software.

Edit

Launch Text To Software and customize Office Manager yourself. Check out the Text To Software user manual for details.

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