Desktop:Tab: Difference between revisions

Revision as of 19:10, 1 June 2024

Contacts Tab

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.

The tab will use the contact's Display-as name as its caption (editable from the contact summary screen).

Matter Tab

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.

When a matter tab is no longer required, it can be closed using the 'X' button.

Workgroup Tab

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.

Workgroup tabs are a useful mechanism for scoping information and settings to a particular area of work.

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 == '''Matter Tab''' ==
-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.
+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.
-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.
+When a matter tab is no longer required, it can be closed using the 'X' button.
 == '''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.
+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.
-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.
 Workgroup tabs are a useful mechanism for scoping information and settings to a particular area of work.