Video of the Month: Using Quick Clicks

July 2021    Tags: Filters, PracticeMaster, Resources, Search

When it comes to organizing your clients, transactions, statements, and more, the Quick Clicks pane in Tabs3 Billing and PracticeMaster provides an easy way to navigate and customize how you interact with records.

The Using Quick Clicks video demonstrates how to utilize filters, QuickViews, and column layouts, which means that you can save time by arranging information in a way that is relevant to you. The Quick Clicks pane is available on all lists and in the Matter Manager.

Watch this three-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.