|
Customising the Client List Columns
Right click on one of the columns within the client list in Practice Manager to display a list of columns which you can select to display on your client list view.
|
|
23 Mar, 2023
Views: 290
|
|
|
Adding Any Relationship to an Envelope within eSign Centre
Within eSign Centre you can add any relationship to an envelope for document signing. From the Recipients screen, select Add/Manage Relationships. The Relationship Manager dialog is displayed. Here you can see all the relationships for the selected client, all of which can be added to an...
|
|
04 Jul, 2023
Views: 281
|
|
|
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.
|
|
23 Mar, 2023
Views: 280
|
|
|
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...
|
|
23 Mar, 2023
Views: 252
|
|
|
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.
|
|
23 Mar, 2023
Views: 250
|
|
Cookie Settings