I have a few employees I don’t want to have access to A/R figures. Can we remove access to the Dashboard from these users?
Access rights for the Tabs3 Dashboard can be enabled or disabled for the users of your choice. When disabled, users will not see the Dashboard page view on their Home page.
To disable rights to see the Dashboard
- From the System Configuration File menu, point to Open and select Access Profile.
- Select the Access ID from which you want to remove Dashboard access.
- From the Tabs3 tab:
- Select Management Reports.
- In the Functions section, select Dashboard.
- In the Selected Functions section, click the Disallow button.
- Press Ctrl+S.
Any access profile assigned to users you do not want to have access to the Tabs3 Dashboard must include this setting. Users must log out and back in for this restriction to take effect.
We redesigned the Recap of Hours for Version 19, and included it on the new PracticeMaster Dashboard. Want to see how you can take advantage of this great feature?
The Recap of Hours can be displayed three different ways, and shows both billable and non-billable time, with the option of including unprocessed timer records in PracticeMaster. Check out the Recap of Hours video as it walks you through the new look, new features, and customization options.
Watch this two-minute video here
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos while in the software by selecting Help | Training Videos.
Did you know that PracticeMaster has a new dashboard in Version 19? The dashboard makes it easy to see your calendar for the day, your upcoming tasks, and a quick recap of the time you entered.
My Calendar
The Calendar widget shows a list of your upcoming events, along with a calendar that can be used to pick a different date. Mouse over an upcoming event to see more details, or click it to open the calendar record for editing. You can quickly add an item and open the full calendar.
- Click Add Event to add an event on the fly.
- Use the Date Selector to view calendar events on future days.
- Click the event’s description to open the record.
- Hover over an event’s description to view the event’s Description, Date, Time, Alarm, Location, Users, Client, and Comments.
- Click Open Calendar to open the Daily, Weekly, or Monthly Calendar depending on the view last used.
My Tasks
The My Tasks widget shows all of your incomplete tasks broken up into sections by due date. This makes it easy to see what needs to be done first.
- Click the Add Task button to add a task on the fly.
- Click the task’s description to open the record.
- Hover over a task’s description to view the task’s Description, Date, Alarm, Client, and Comments.
- Click the check box to the left of the task to mark it complete.
- Click Open Task List to open and view your Task List.
Recap of Hours
The Recap of Hours widget shows your hours worked compared to your daily target hours. This makes it easy to see the status of your worked hours, including any unprocessed timer records.
- Click Day, Week, or Month to set the range you want to see.
- Hover over the Recap of Hours widget to access the left and right arrows, allowing you to change which day, week, or month is viewed.
- Click the billable or non-billable time to open the Fee Recap list, which shows the detail that makes up the amount.
- Click the
to change the timekeeper, select to compare the hours with a specified daily target, or select to show unprocessed timer records. - Click the Add Fee button to add a fee on the fly.
- Click Hide Recap of Hours if you do not want to see this information.
Note: The Home page must be selected in the PracticeMaster Theme Settings (View | Theme Settings | Home Page) to view the dashboard.
