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 matter is opened, a tab will open. The tab contains the summary information for the matter as well a summary menu. Multiple matter and contact tabs can be opened at one time. You can switch between them by clicking on the tabs.
+== 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 [[Contact Summary|summary]]).
-When a matter tab is no longer required, it can be closed using the 'X' button.
+== 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]].
-== '''Workgroup Tab''' ==
+== Business ==
-In ContactsLaw, it is possible to open a workgroup in a '''tab'''. Just select the 'Workgroups' button in the top ribbon under Home and the selected workgroup will open in a tab. Once open, a workgroup tab contains summary information, management settings, document and matter settings, policy settings and workgroup specific processes.
+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]]