View Summary

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• The View Summary screen can be found on the Home Tab.


View Summary 1.png


• There are 3 parts to the View Summary screen: • The Activity Panel lists Customers that have been recently accessed. You can double click on the Customer number to access their Account.


View Summary 2.png


• The Tasks Panel lists any tasks that have been scheduled via the Task Manager. • Tasks can be viewed by double clicking the selected task.


View Summary 3.png


• The Memos panel provides an overview of any memos received. • Memos can be used as an internal messaging and reminder system within The Practice.


View Summary 4.png


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