Video of the Month: Customizing and Using Quick Launch

April 2019    Tags: , , , , , , ,

Not only can you easily search for any actions, file, or report in the software via Search Actions, but you can also customize the Quick Launch pane to always show your most used actions and most accessed client matters!

The Customizing and using Quick Launch video shows you how to make the most out of the Quick Launch pane. Learn how to pin and unpin the Quick Launch pane, use the Search action feature, pin items to the Pinned Actions and matters to the Pinned Matters groups, move items around, and more!

Quick Launch makes it easy to navigate the software, lets each user customize the contents, and is available in all Tabs3 and PracticeMaster programs.

Watch this three-minute video here:

Training Videos can be accessed at You can also access the videos while in the software by selecting Help | Training Videos.

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