Alto terminology and icon guide

Chris Horroll
Chris Horroll
  • Updated

Misc - A - B - C - F - G - H - M - P - R - S - T - W

Misc

email___icon.png

The @ icon is present on the Overview side menu when you click Properties, Contacts or Tenancies on the main toolbar. It opens up an Email window.
i.e. "Click the @ icon below the name of the contact to be able to send an email"

 

+

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The + icon is present on the top right hand side of Alto, when you click Properties, Contacts or Tenancies on the main toolbar. It allows you to add a sticky note.
i.e. "Click the + icon to add a sticky note"

 

Speech bubble

speech_bubble_icon.png

The speech bubble icon is present on the Overview side menu when you click on Properties, Contacts or Tenancies on the main toolbar. It opens up an SMS Message window.
i.e. "Click the speech bubble icon below the name of the contact to be able to send an sms message"

 

A

Add Contact 

add_contact_button.png

The Add Contact icon is present on the top left hand side of Alto, when you click Contacts on the main toolbar.

 

Add a Market Appraisal or Property 

add_property_button.png

The Add a Market Appraisal or Property icon is present on the top left hand side of Alto, when you click Properties on the main toolbar.

 

API 

An Application programming interface (API) is a computing interface that defines interactions between multiple softwares.  E.g. Creating a feed from your Alto software to Zoopla, Rightmove and/or On The Market

 

B

Bin

Bin_icon.png

The Bin icon can be found on several screens throughout Alto and is used to delete a row or record. One such place is within the Keys side menu within a property record. It's located on the right hand side of the screen.

 

C

Client

In Alto, a Client covers Vendors, Landlords and Applicants.

 

Cog

mceclip0.png

The Cog icon can be found on several screens throughout Alto and acts as an additional options window for the relevant screen. One such place is within the Payment Groups top tab within a Contact record. It's located on the right hand side of the screen.

 

F

Funnel

funnel.png

The Funnel icon is present within the Opening Balances section of Accounts. It's located at the end of the headed columns and when clicked, opens a search option below each column.

 

G

Grid

grid_symbol.png

The Grid icon is present within Rooms on a property record. It's located at the far right of each row, and when clicked, expands the view of each room or paragraph.

 

H

Home screen side menu

home_screen_side_menu.jpg

The Home screen side menu is present when you have clicked on Home on the main toolbar, and refers to the menu down the left side of the screen. 
i.e. "Click Appointments in the Home screen side menu"

 

M

Main navigation bar

alto_main_toolbar.png

The main navigation bar is always present at the top of Alto. The first tab, Home, will return you to the dashboard.
i.e. "Click Contacts on the main navigation bar"

 

P

Pin

__symbol.png

The Pin icon is present on the top right hand side of Alto, when you click Properties, Contacts or Tenancies on the main toolbar. It allows you to show or hide sticky notes.
i.e. "Click the pin icon to hide your sticky note"

 

R

Recent & Favourite (Properties/Contacts/Tenancies)

Recent___Favourite_contacts.png

The Recent & Favourite section is present on the left hand side of Alto, when you click Properties, Contacts or Tenancies on the main toolbar.
i.e. "Select the relevant landlord from Recent & Favourite Contacts"

 

S

Search bar

search_contacts_bar.png

The Search bar is present on the right hand side of Alto, when you click Properties, Contacts, Tenancies or Progressions on the main toolbar.
i.e. "Find the landlord using the Search Contacts bar in the top right"

 

Side menu

contact_side_menu.png

The Side menu is present when you have clicked any of the tabs, except Diary, on the main toolbar. It's also present within Tools, albeit visually different.
i.e. "Click Contact on the side menu" 

 

Stage Management dropdown menu

stage_management.jpg

The Stage Management dropdown menu is present on several screens throughout Alto and is used to select from a range of different status. These include Pending, In Progress, Completed etc.
i.e. "Click Appraisals and then click the Stage Management dropdown menu" 

 

Supplier

In Alto, a Supplier is considered as a Utility provider, Board Contractor, General Contractor or Contractor.

 

Sync

sync_icon.png

The Sync (Synchronisation) icon is present on the Available Diaries side menu when you click on Diary on the main toolbar. It's used to synchronise Outlook or your mobile device with the Alto calendar.

 

T

Toggle

toggle.png

The toggle is present on several screens throughout Alto and is used to enable or disable certain functions and/or settings.
i.e. "i.e. "Slide the toggle to enable/disable....." 

 

Top tab

contacts_top_tab.png

The Top tab is present once you have clicked on an option from the Side menu.
i.e. "Click the Position top tab" 

 

W

Widget 

widget.png

Widgets are present once you have clicked either the Main Dashboard or the Property Management Dashboard on the Home screen side menu. They act as visual snapshots and show further detail and link to their respective screens, once clicked.

i.e." On the Property Management Dashboard, click the Landlords To Pay widget"

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