Located at the top of your screen, the Practice CS toolbar is comprised of buttons that you can click to quickly navigate to various screens and dashboards or to perform common tasks in Practice CS. If you are working in Practice CS and can’t remember what a toolbar button does, simply hover the mouse pointer over the button to display a short on-screen description of the button.
Button | Description |
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Back Returns to the previous screen you viewed. This button is not available until you navigate away from the screen that displays when you open Practice CS. |
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Forward Navigates forward to a previously viewed screen. This button is active only when you use the Back button to navigate back to a previously viewed screen. |
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Refresh Keyboard: F5 Refreshes the current screen, including data. |
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Home Dashboard Opens the Home Dashboard. |
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Firm Dashboard Opens the Firm Dashboard. |
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Staff Dashboard Opens the Staff Dashboard. |
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Client Dashboard Opens the Client Dashboard. |
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Favorite Screen Opens the Favorite Screen that you selected on the System tab of the User Preferences dialog. |
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Synchronize Click the arrow to open a drop-down menu with commands for synchronizing Data Sharing and/or Outlook Contacts. Notes
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Update Remote Entry Firm Updates your existing remote entry firm. Notes
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CS Connect Opens CS Connect. |
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FileCabinet CS Opens FileCabinet CS. Note: This button appears on the toolbar only if your firm is licensed for FileCabinet CS. |
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Add This button is available if you are licensed for the Project Management, Client Management, or Staff Management modules. Click the arrow to open a drop-down menu that provides additional commands, enabling you to add the following items:
Any of the three modules allow you to add Outlook Email, Outlook Appointment, and Outlook Task items. Click the button itself to add a new interaction of the same type as the last interaction you added. Note: The icon on the Add button changes to match the type of interaction you last entered. Pictured above is a Note interaction. If you click the button when the Note icon is displayed, Practice CS will open the Note dialog. |
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Search The Search field and button enable you to search for answers in the Help & How-To Center directly from the Practice CS toolbar. Type your search terms and press ENTER or click the button. |
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Help Opens the Practice CS Help & How-To Center. Click this button to open a drop-down menu of additional topics related to the current screen. Select a menu item to view the corresponding topic in your browser. |
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