Quick Tip: Autofill

November 2020    Tags: Accounts Payable, General Ledger, PracticeMaster, Tabs3 Billing, Trust Accounting

Did you know that the autofill feature allows you to type in certain fields in order to quickly find what you’re looking for?

All fields with lookup windows have autofill capabilities. As you enter characters into a lookup field, the field will autofill based on the information entered. The first available result will be displayed as highlighted text, with additional characters entered replacing the autofill and updating the results.

When an autofill suggestion exists, a list of possible choices matching the characters entered will also be displayed, allowing you to easily select the entry you want to complete the field. For records that use an identifier, such as the Client ID field for Client records (Tabs3 Billing, PracticeMaster, and Tabs3 Trust Accounting) or User/Group field for Calendar records (PracticeMaster), a second column will be shown containing additional information about the record (e.g., the client’s Name and Work Description, or the User Name).

Note: This feature can be disabled by selecting the Disable Autofill for all lookup fields check box in User Configuration (System Configuration | File | Open | Users).