Plan: Available: All plans
Users: Available: All users
Practice Management Source: Available: All sources
Clicking the down arrow next to the Clients menu option from any list or workspace gives you quick access to the Clients Views and also gives you quick access to the last 5 Clients you have used.
The Quick Access to Clients displays as follows. Where there are more than 10 Views for the list, the View selector displays with a scroll bar.
From the Quick Access:
- Click a Clients View to display the Clients list with that View selected.
Or - Click one of the last 5 Clients for which you have displayed the Client workspace to re-open the workspace for that Client.
In the Quick Access drop-down, you can use the Search in the list of Views to find a View. Enter one or more characters to find the View(s) that contain what you have entered anywhere in the View name. Click the X in the Search to clear the search text.
Refer also to Quick Access to Views, Clients, Documents, Jobs, Tasks and Automation.