Desktop:Tab: Difference between revisions

Latest revision as of 09:59, 7 March 2025

In the Desktop App, resources (such as contacts and matters) open in tabs which appear along the top of the main window. This is similar to the behaviour of web browsers.

You can close tabs (except the "Me" tab) by middle-clicking or using the "X" button.

Me

The Me tab is the entry screen for ContactsLaw. It is the home for the user and holds a menu for the user's allocated Tasks, Matters, Calendar, Documents and others.

Contact

Contact tabs provides a home for the various lists, ledgers and summary information about a contact. All operations that can be performed on the contact are accessed from the contact's tab.

The tab uses the contact's display name as its caption (editable from the summary).

Matter

Matter tabs contain the information about a matter, including billing, documents and ledgers.

Workgroup

Workgroup tabs contain summary information, configuration for documents and matters, policies and workgroup-specific processes.

Business

The business tab displays information about the business associated with the main window; each business opens in a separate window. This includes accounting, document types, workgroups, policies and management settings.

Subscription

The subscription tab provides access to subscription-wide functionality, including members, document templates, policies and management settings.

You can access the subscription tab from a main window associated with any of its businesses.

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-== '''Contacts Tab''' ==
+{{DISPLAYTITLE:Tab (Desktop App)}}
-In '''ContactsLaw''', opening or navigating to a '''contact''' will cause a new tab to be added to the top of the screen. A '''contact tab''' allows you to switch between contacts while working, and provides a home for the various lists, ledgers and summary information about the contact. All operations that can be performed on the contact are accessed from the contact's tab. Additionally, '''Matters''' for which the contact is the '''client''' will open under the tab.
+In the [[Desktop App]], resources (such as [[Contact|contacts]] and [[Matter|matters]]) open in tabs which appear along the top of the main window. This is similar to the behaviour of web browsers.
-The tab will use the contact's Display-as name as its caption (editable from the contact summary screen).
-== '''Matter Tab''' ==
+You can close tabs (except the "Me" tab) by middle-clicking or using the "X" button.
-When a file is opened, a contact tab for the client of the file is opened first. Under the contact tab, a '''file tab''' is opened, containing the summary information for the matter as well as all related lists, ledgers and operations. Several file tabs can be open under each contact tab. The active content is selected via the drop-down menu that appears when the contact tab is clicked; you can switch between files or return to the contact.
+== Me ==
+The Me tab is the entry screen for ContactsLaw. It is the home for the user and holds a menu for the user's allocated Tasks, Matters, Calendar, Documents and others.
-When a file tab is no longer required, it can be closed using the 'X' button which appears beside the interior tabs (Summary, Activities, etc). Alternatively, the entire contact tab (including all open files) can be closed.
+== Contact ==
+Contact tabs provides a home for the various lists, ledgers and summary information about a [[contact]]. All operations that can be performed on the contact are accessed from the contact's tab.
-== '''Workgroup Tab''' ==
-In ContactsLaw, it is possible to open a department or workgroup in a '''tab''', in the same way that a contact tab or the practice tab may be opened. In the same way files open under contact tabs, workgroups open under the tab for their department. Once open, a workgroup tab contains summary information, management settings and reports pertaining to the workgroup.
+The tab uses the contact's display name as its caption (editable from the [[Contact Summary|summary]]).
+== Matter ==
+Matter tabs contain the information about a [[matter]], including [[:Category:Billing|billing]], [[Document|documents]] and ledgers.
+== Workgroup ==
+Workgroup tabs contain summary information, configuration for documents and matters, [[Business:Policy|policies]] and workgroup-specific [[Workflow:Process|processes]].
-Access to workgroup tabs (and management settings) is controlled via workgroup permissions. The system administrator member and workgroup manager members implicitly have full access to all areas on the tab.
+== Business ==
+The business tab displays information about the [[business]] associated with the main window; each business opens in a separate window. This includes [[:Category:Accounting|accounting]], [[Document Type|document types]], [[Workgroup|workgroups]], policies and management [[Business:Setting|settings]].
+== Subscription ==
+The subscription tab provides access to [[subscription]]-wide functionality, including [[Member|members]], [[Document Template|document templates]], policies and management settings.
-Workgroup tabs are a useful mechanism for scoping information and settings to a particular area of work.
+You can access the subscription tab from a main window associated with any of its businesses.
+[[Category:Desktop]]