Desktop:Tab: Difference between revisions
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== Me == | == 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 == |
Revision as of 20:57, 7 June 2024
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 will use the contact's display name as its caption (editable from the summary).
Matter
Matter tabs contain the information about a matter.
Workgroup
Workgroup tabs contain summary information, management settings, document and matter settings, policy settings and workgroup specific processes.