| Clients | 
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 How to Access
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Clients is a List window that displays client matters and allows you to easily see information about them. You can filter the List to see only the information you want, such as active clients or clients assigned to a certain billing category. You can double-click a matter to see additional information, or you can perform actions on one or more matters using the Quick Clicks pane on the right.
Note: Opening the Clients list will put focus in the current Clients list window, or open a new Clients list window if one is not currently open. Holding the Ctrl key while clicking the Clients list action on the Home page or Quick Launch pane will always open the Clients list in a new window.
This window consists of the following main areas:
Each row in the list area represents a client matter. Double-click on a row in the list to open the associated matter in the Client Information window. Click the Client ID hyperlink in the Client ID column to open the associated matter in the Tabs3 Billing Matter Manager.
The various columns shown are determined by the column layout; by default, the Standard Column Layout is used, which displays the most common information needed for matters. The following columns are included in the Standard Column Layout:
Client ID
Client Name
Work Description
Phone 1
Phone 2
Email Address
Primary Timekeeper
Category
Address Line 1
Address Line 2
Address Line 3
City
State
Zip Code
Client Portal
Note: The Client Portal column is only displayed if the Client Portal is enabled.
Additionally, a Default Column Layout is included, which displays all client information. Specific columns can be included in other column layouts.
QuickView tabs can optionally be displayed in the list.
The sort order of the records shown in the list can be changed by clicking a column heading. An ascending 
sort indicator will be shown in the column heading indicating the sort order. Click the same column heading again to reverse the sort order and change the sort indicator to a descending 
sort indicator. You can use Incremental Searchon the sorted column to locate information. If a field's contents are not fully shown, you can hover over the field to display a tooltip with the extended contents. PressingF5 can be used to Refresh the list of matters.
Note: Virtual field columns cannot be used for sorting. Sorting is faster when using a permanent index.
The list can be filtered to only include the desired records. You can enter a search value into the Search box to filter the records shown in the current window to show only those records that contain the specified text. Alternatively, the list can be filtered using the options in the Filter group of the Quick Clicks pane.
You can select a record by clicking on it.Multiple recordscan be selected. Records that have been selected will be highlighted. When multiple records are selected in the list, thestatus barwill display a Record Count indicator with the text "Selected:" followed by a count of the number of records currently selected. You cancopy the selected record(s) to the Windows clipboard using Ctrl+C or the 
button.
Note: Secure clients will not be included unless the current User ID has manager rights or has been assigned access to the secure client.
The Quick Clicks pane provides convenient access to many features that can affect the list.
In the Client List group, you can select whether inactive clients are included in the Clients list.
In the Take Action group, the following links are available:
Write-Up/Write-Down Fees and Costs
The Report group can be used to print client information:
The QuickView group can be used to select and define QuickViews for the Clients list.
The Filter group can be used to select and define reusable filters for the Clients list.
The Sort Bygroup can be used to select a permanent index for the Clients list.
The Column Layout group can be used to select and define column layouts for the Clients list.
The Customize Current View group contains options for configuring the Clients list.
Note: You can hide and unhide items and folders; add, rename, and delete folders; change the order of the items, folders, and groups; and perform other tasks by clicking the Manage Quick Clicks icon in the Customize Current View group.
| This feature is available on your phone or tablet using Tabs3 Connect! |
Note: The "Client" terminology used in "Clients" can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the label "Client" is used in all documentation.
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