Spotlight: Customizing My Actions

January 2019    Tags: Accounts Payable, General Ledger, PracticeMaster, Tabs3 Billing, Trust Accounting, Version 19

What if you had a place in Tabs3 and PracticeMaster that allowed you to add your most frequently used icons, and then group them together? In Version 19, you can!

The My Actions section of the Home Page can be customized to display the features you use most, including reports. You can even create groups of features for easy categorization! My Actions can be customized in Tabs3 Billing, PracticeMaster, General Ledger Software (GLS), Accounts Payable Software (APS), and Trust Accounting Software (TAS).

To access My Actions, you must have the Home Page open. The Home Page can be opened by default each time you open the software by selecting the Home Page check box in Theme Settings (View | Theme Settings). Alternatively, if the Home Page is not shown, you can open it by pressing Alt+Home or via File | Home Page.

Customizing Actions

Add your favorite features for quick access.

To add an action

1. Click the  (Customize My Actions) icon.
2. Click the Add Actions button.
3. Select the desired features in the Available Actions column.
4. Click the Add button to move them to the Actions to Add column.
5. Click Finish.

You can also add actions by right-clicking an item in Quick Launch and selecting Add to My Actions, or by hovering over an action on the All Actions tab and clicking the  star.

To remove an action, click the  minus sign on the action you want to remove.

Groups

Groups can be created to help categorize your favorite programs. For example, you could create groups for Daily Tasks, Monthly Reports, or Year-End just to name a few! Assign a color to the folder to make identification easier.

To create a group

1. Click the  (Customize My Actions) icon.
2. Click the Add Group button.
3. Enter the desired group Name.
4. Optionally enter a Description.
5. Select the desired Color.
6. Click Next.
7. Select the desired features in the Available Actions column, click the Add button to move them to the Actions to Add column, and then click Finish.

You can add actions to an existing group by dragging and dropping an action onto the group icon, or by clicking the group and then clicking the Add Actions button.

To remove a group, click the  (Edit Group Properties) icon and click the Delete button.