| Take Action Group | 
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Edit | Action
The Take Action group in the Quick Clicks pane includes the following options. Many of these options are also shown by right-clicking in List windows, or in theStatement Manager, and selecting the Action menu. Available options depend on which window is open.
Note: Not all options are available when multiple records are selected, or when a record is accessed via the drill-down functionality of a report.
Clients List
Matter Manager
Transactions
Statements
Other Actions
Edit Task Based Billing Budget
Contacts List
Client Funds List
Fees List
Write-Up/Write-Down Fees and Costs
Costs List
Write-Up/Write-Down Fees and Costs
Payments List
View Linked Client Funds Record
Statement Manager
Pre-bill Information
Final Statement Information
Statement Information
Note: Options are hidden if the user does not have access rights for that feature.
If the client for the selected record does not have a Trust Account, clicking the Manage Trust Account, Make Payment from Trust, or View Trust Transaction option will display a message that no trust accounts are defined. If Tabs3 Trust Accounting is not installed, the Manage Trust Account, Make Payment from Trust, and View Trust Transaction options will not be shown.
The Request Trust Depositoption is not shown if Trust is not installed, if Trust is not configured to integrate with Tabs3 Billing, or if a Trust account does not exist for the current matter.
TheView AP Invoiceoption is not shown ifTabs3 Accounts Payableis not installed
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. The Save as PDF action in the Statement Manager is hidden by default.
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