Billing Q&A: Tabbed Groups

June 2019    Tags: , , ,

I need to make some edits in the Client File, and am using the Client List to see which clients need the changes. Is there any way I can view the Client List alongside the Client Information window so I don’t have to jump between the two windows?

When using the tabbed interface (View | Theme Settings), you can open multiple tab groups in order to display information side by side in the main application window. Tab groups can be opened either vertically or horizontally.

To open multiple tab groups

  1. Select the tab you want moved (e.g., the Client List tab).
  2. From the Window menu, select New Vertical Tab Group or New Horizontal Tab Group, depending on your preference.

Alternatively, you can drag a tab to the far right or bottom to create a new tab group.

When you are done with your comparison, you can close the tab or drag it back to the original tab group to return to your previous display mode.

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