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Opening a Relationship Client Record from a Report
Within a report that includes relationship data, simply click on the relationship and the client record will open in Practice Manager.
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23 Mar, 2023
Views: 306
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Data Mine Shortcut
Within Practice Manager, simply select the More filters option to quickly open the data mine wizard where you can find a specific client or a group of clients depending on the conditions entered.
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23 Mar, 2023
Views: 303
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Number of Active Jobs Displayed on Job Templates Table
Within Admin Centre > Applications > Customise Practice Manager > Job Templates, you can now see a count of how many active jobs are using any given job template.
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23 Mar, 2023
Views: 297
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Communications Summary Widget Counters and Statuses
From the Communications Summary screen you can see all your communications activity at a glance. No email addresses - the number of clients and contacts that do not have an email address. Emails – the number of emails that have been sent or are scheduled, plus any pending requests and...
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23 Mar, 2023
Views: 286
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Opening a Client/Contact from the Relationships Screen in a Client Record
Within the Relationships screen for any client, select Open Client/Contact for quick access to the related client’s record.
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23 Mar, 2023
Views: 276
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