| Contacts | 
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 How to Access
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Contacts is a List window that displays individual and organizational contacts and allows you to easily see information about them. You can filter the List to see only the information you want, such as active contacts or individuals assigned to a certain organization. You can double-click a contact to see additional information, or you can perform actions on one or more contacts using the Quick Clicks pane on the right.
Note: Opening the Contacts list will put focus in the current Contacts list window, or open a new Contacts list window if one is not currently open. Holding the Ctrl key while clicking the Contacts list action on the Home page or Quick Launch pane will always open the Contacts list in a new window.
This window consists of the following main areas:
These options allow you to limit what contact types are included in the list.
| Clients | Select this check box to include Tabs3 Billing, PracticeMaster, or Tabs3 Trust Accountingclient contacts in the list. | |
| Vendors | Select this check box to include Tabs3 Accounts Payablevendor contacts in the list. | |
| Payees | Select this check box to include Tabs3 Trust Accounting payee contacts in the list. | |
| Users | Select this check box to include user contacts in the list. | |
| Other Contacts | Select this check box to include contacts in the list other than client, vendor, payee, or user contacts, such as potential clients, expert witnesses, courthouses, judges, opposing attorneys, bail bondsmen, court personnel, government officials, court reporters, private investigators, insurance companies and adjusters, hospitals, doctors, interpreters, media contacts, and more. |
Select or clear all of these check boxes to display all contacts.
Each row in the list area represents a contact. Double-click a row in the list to open the associated contact in the Contact Information window.
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 contacts. The following columns are included in the Standard Column Layout:
Contact ID
Organization
Full Name
Business Phone
Email Address 1
Additionally, a Default Column Layout is included, which displays all contact 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 contacts.
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.
The Quick Clicks pane provides convenient access to many features that can affect the list.
In the Contact List group, you can select whether inactive contacts are included in the Contacts list.
In the Take Action group, the following links are available:
The Report group can be used to print a record.
The QuickView group can be used to select and define QuickViews for the Contacts list.
The Filter group can be used to select and define reusable filters for the Contacts list.
The Sort By group can be used to select a permanent index for the Contacts list.
The Column Layout group can be used to select and define column layouts for the Contacts list.
The Customize Current View group contains options for configuring the Contacts 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! |
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