Quick Clicks

The Quick Clicks pane give you access to the most common used tasks in PracticeMaster.  It will expand again when you run your cursor over it. Quick Clicks can be docked or used as a floating pane. Double-clicking on the Quick Clicks pane title bar will return it to its previous docked position. You reposition the group title bar by dragging and dropping in the desired order. The groups’ contents can be repositioned in the same way.  The pushpin enables or disables Auto Hide.

Quick Clicks Pane

 • Take Action group contains various action-oriented options available for a file.

• Report group contains various reports available for a file.

• Filter group contains filtering information. It is only available when the List tab is selected in an Editor window.

• Sort By group contains sorting (indexing) information. It is only available when the List tab is selected in an Editor window.

• Column Layout group contains information for column layouts. It is only available when the List tab is selected in an Editor window.

• Customize Current View group contains options for configuring the current window. It is only available when the List tab is selected in an Editor window.

Converting Events or Tasks into Fees from Calendar

You can create most records into a fee entry by selecting Convert to Fee under Take Action in Quick Clicks.

There is a “convert to fee” button located on the Calendar Window toolbar and it also appears when you right-click on a task or event on your Calendar.

Display History

The Display History is an option found in the Quick Clicks box. It tracks changes to records and lets you view what changes were done.

To view the History File

• From the File menu, point to Open and select the file whose history you want to view.
• The Editor window will be opened. From the List tab, highlight the desired record.
• Right-click the highlighted record, point to Action and then select Display History.
• If changes have been made, the View Record History window will be displayed allowing you to browse through the changes.