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Application window contains three main areas:
This menu only contains different commands/actions, which depend on a currently selected window.
It always contains the Quick job creation button, to quickly create new jobs on a base of previously entered jobs. When you edit some data, buttons to save and close form will appear here. In lists you will see filtering, printing, view variants changing buttons. Hover mouse pointer over any button to see its description, keyboard shortcut, or to understand why particular button is currently disabled.
By default, ribbon menu contains the following tabs:
The Home tab is the main program-wide commands and commands specific to a currently opened tab.
The View tab contains duplicate of the navigation tree, application theme selector, and a button to organize currently opened tabs.
The Tools tab contains additional useful commands, like Settings, Backup, Model editor, Mail sender.
The Support tab contains few buttons to get help about SDL Trados Business Manager: links the manual, forums, social pages.
Allows to open new views/tabs in the work area.
Navigation tree contains few main sections:
Workspace (to access dashboards and documents, like jobs, invoices, assignments),
Reference data (to view/edit reference data tables, like customers, contractors, units, languages, etc.),
Other/tools (contains different service windows),
ProZ.com (contains windows for consuming ProZ.com services from within SDL SDL Trados Business Manager)
Reports (provides access to extensive reporting engine, which includes invoice/quote/PO templates, CV templates, custom reports and quick reports). Each item may have an arrow on left showing that it has nested items. For example, Main dashboard item has nested items to open other variants of a dashboard.
To faster find necessary item in the navigation, you can use search box at the top of it.
Used for viewing/editing data. SDL SDL Trados Business Manager uses tabbed UI to display views.
You can open any number of views simultaneously. When you close the program, currently opened set of views will be saved and re-opened on a next launch. Selecting any navigation item in the navigation tree opens corresponding form (view) will be opened in a separate tab.
You can easily switch between tabs with the mouse or using Ctrl-Tab or Ctrl-Shift-Tab shortcuts. Small preview is displayed to help with selection of a tab.
To close active tab using keyboard, press Ctrl-W. To close all opened tabs, press Ctrl-Shift-W.
In addition, you may move tabs, unpin them from main panel, and display side by side. Just start dragging any window by selecting on tab header, and then drop it on any place of you screen or on special pinning icons which are displayed during dragging. When dropped on such pinning icons, the window will stick to another opened tab. In the example below, Invoices window was sticked on the right of Translation jobs tab.
When any tab is opened, Home tab of the ribbon was filled with a number of commands. Depending of the currently opened entity type, composition of such commands will be different. First two buttons are usually the same - they allow to create new empty entity or clone currently selected one.
The same commands are always available via context menu.
Information in one tab may depend on information created, edited or deleted in another tab.
For example, if you change the customer name in the Customers tab, and then switch to the Translation jobs tab, then you will still see the old customer name of the customer you just changed. In this case, hit the F5 button on the keyboard or select Refresh on the ribbon (if there are unsaved changes, you have to save them before doing this). Such behavior is by-design, and is used to improve performance.
In special cases, when edited data is critical in terms of business state, information in other tab will be updated automatically. For example, when you create or edit payment over invoices, then after saving a payment and switching to Invoices tab you will see updated data, without need to refresh the table. In most cases, data is refreshed automatically, and the shown example with customer name when manual refreshing is needed is a rare case.