Are you taking full advantage of the PracticeMaster Quick Clicks Pane? The Quick Clicks pane provides single-click access to a variety of features that will help you navigate your data files, including many of your common activities. For example, if you want to quickly convert a few timer records into fees, you can select the desired records in the List tab of the Journal file, and then click Convert to Fee in the Take Action group of the Quick Clicks pane.
The Quick Clicks pane is available in all PracticeMaster data files and Matter Manager, and is organized into the following groups:
Note: The image to the right shows the Quick Clicks pane for the Client file.
The Quick Clicks pane is also customizable via Manage Quick Clicks. Add, edit, or delete QuickViews, Filters, and Column Layouts; create folders; move items around within each group; and determine which items are shown or hidden! The Manage Quick Clicks window can be accessed via the (Manage) icon in the WorkFlow, Filter, Column Layout, and Customize Current View sections of the Quick Clicks Pane.
The ability to access features and information that you can organize is key, and the Quick Clicks pane helps make it quick and easy to find what you need, without scrolling through what you don’t need.
If you use PracticeMaster, do you use Quick Clicks? The Quick Clicks pane contains groups of links that allow you to customize your view, and provides access to many other features. The Quick Clicks pane can be pinned for immediate access to its features or hidden to maximize workspace. The Using Quick Clicks video covers all of the available options in this great feature!
Watch this five-and-a-half-minute video here:
Training Videos can be accessed 24 hours a day, 7 days a week, at Tabs3.com/videos. You can also access Training Videos while in the software by selecting Help | Documentation and then clicking the See also link for Tabs3 and PracticeMaster Training Videos.
With the ability for everyone to create their own WorkFlows, QuickViews, filters, and column layouts, these sections in the Quick Clicks pane can start to appear cluttered with other users’ additions, making it harder to find what you need.
There are several ways you can organize items in the Quick Clicks pane. You can drag items around to rearrange the order in which they appear, hide items you don’t use, and create folders into which you can then drag Quick Clicks items. Each of these options are user-specific and will not affect other users.
To rearrange Quick Clicks items
To hide or unhide Quick Clicks items
To create folders for Quick Clicks items
Customizing your Quick Clicks items is easy to do, making sure you have quick access to the items you use.