Tab (Desktop App)

From ContactsLaw Documentation
Revision as of 10:01, 6 June 2024 by Bradley Smith (talk | contribs) (Added headings for other tab types.)


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

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.

Business

Subscription