Alto terminology and icon guide

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

Misc

At_symbol.jpg

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

 

+

__symbol.png

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

 

Speech bubble

speech_bubble.jpg

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

 

A

Add Contact 

add_contact.png

The Add Contact symbol 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.png

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

 

B

Bin

Bin_icon.png

The Bin symbol 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 symbol 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 symbol 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 symbol 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 the Home tab, 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 toolbar

Main_Toolbar.jpg

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

 

P

Pin

__symbol.png

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

 

R

Recent & Favourite (Properties/Contacts/Tenancies)

Recent___Favourite.jpg

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

 

S

Search bar

Search_bar.jpg

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

 

Side menu

side_menu.jpg

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) symbol 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

top_tab.jpg

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

Was this article helpful?
0 out of 0 found this helpful