Purpose
This guide provides a comprehensive overview of TRUE's user interface, helping new users understand common icons, navigation patterns, and module locations for efficient system use.
Main Header Bar
The main header bar appears at the top of the screen and provides access to key system functions.
| Icon | Description |
|---|---|
| ≡ Hamburger Menu | Opens the main navigation menu on the left side of the screen, displaying all available workflows. A small screen icon at the bottom of this menu opens a new tab of TRUE, so you can work in more than one tab at once. |
| ✉ Messages | Access the Messages module to view and send internal communications. |
| 🔔 Reminders | View your personal Reminders list for scheduled follow-ups and tasks. |
| ⚡ Alerts | View your personal Alerts list for system notifications and updates. |
| ⚡ Quick Actions | Access commonly used modules for quick navigation including Dashboard, Calendar, Tasks, and more. |
| ⚙ Gear Icon | Access System Information, Company Preferences, User Preferences, Users & Access, and other settings. System Information displays your TRUE Version, TRUE Client ID, and download links for TRUE mobile apps. Some options are password-protected. |
| ← → Navigation Arrows | Navigate back and forth between modules and screens. Use these instead of browser back/forward buttons for reliable navigation. |
| ? Question Mark | Submit a help ticket, access the Help Center, view training recordings, or open the Instructions module for the current screen. |
Module Icons
Common icons appear across modules to perform standard actions.
| Icon | Description |
|---|---|
| + New | Create a new record in the current module. |
| ↻ Refresh | Refresh the screen and update indicator buttons, counts, or list data. |
| 📤 Export | Export the current list to a CSV file for external use. |
| 📊 Reports | Display available reports in PDF format for the current module. |
| ≡ Record Menu | Access record-specific options such as archiving, Email Capture codes, workflow upgrades, and favorites. |
| ⚙ Settings | Access configuration options for the current record or module. |
Batch Actions
Many modules support batch actions that allow you to perform operations on multiple records at once.
How to Use Batch Actions:
- Select the checkboxes next to the records you want to process.
- Pink batch action buttons will appear at the top of the list.
- Click the desired action (Approve, Delete, Archive, Complete, etc.).
- Deselect records to hide the batch action buttons.
Note: Available batch actions vary by module. Refer to each module's documentation for specific options.
Search & Filtering
Most modules provide multiple ways to find and filter records.
| Feature | Description |
|---|---|
| Quick Search Box | Enter text to search across common fields in the current module. Located at the top of most list views. |
| Status Buttons | Click colored status buttons to filter records by their current status (e.g., Open, Pending, Completed). |
| Blue Filter Links | Click blue text links to apply predefined filters for specific record types. |
| Advanced Filter | Access comprehensive search options with multiple criteria. See the Advanced Filter guide for detailed syntax. |
Text Formatting (Rich Text Editor)
Certain long-text fields across TRUE (for example, Description and Notes fields on Quotes, Jobs, Invoices, and Bids) support rich text formatting. Clicking into one of these fields opens the Text Editor toolbar shown below.
| Icon | Description |
|---|---|
| Normal ▾ Style | Choose the paragraph/heading style applied to the selected text. |
| B Bold, I Italic, U Underline, S Strikethrough | Apply standard text formatting to the selected text. |
| A Text Color, 🖊 Highlight Color | Set the font color or highlight (background) color of the selected text. |
| 1. Numbered List, • Bulleted List | Format the selected text as a numbered or bulleted list. |
| Tx Clear Formatting | Remove formatting from the selected text only. |
| ✕ All Clear All | Remove all formatting from the entire field. |
Formatting carries to generated PDFs: formatting entered in a rich-text field (bold, lists, colors, etc.) carries through to the matching field on that module's generated eForm PDF. See each module's own documentation for which fields and eForms support rich text.
Logging Out
To safely and securely log out of TRUE:
- Select the ≡ (hamburger) icon in the upper left corner of the screen.
- Select Log Out from the main menu.
Tip: Always log out when finished to maintain account security, especially on shared devices.
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