Notes

• To view messages from a client in the Outlook Mail portlet, you must use Microsoft Outlook as your mail client. Practice CS searches your sent box and inbox for appropriate messages. You must also properly set up the contact record(s) for each client contact whose messages you want to view in the Outlook Mail portlet. For more information on setting up client contacts to display in this portlet, see Entering client contact information or Setting up a contact.
• To view documents stored for the client in FileCabinet CS, you must be licensed for FileCabinet CS and have stored documents for the client using the same ID used for the client in Practice CS.
• For clients that are "parent clients" in client families, an Include Client family data checkbox appears at the top of the dashboard. Mark this checkbox to include data from all clients in the client family. The state of this checkbox is saved for future sessions of Practice CS.
• The Client Dashboard is a user-defined terminology screen. Your firm may refer to it by a different name. You can view the default names for user-defined items by choosing Help > Enable Default Terminology (or by pressing CTRL+Shift+H).