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DT Practice toolbar

Located at the top of your screen, the DT Practice toolbar is comprised of buttons that you can click to quickly navigate to various screens and dashboards or to perform common tasks in Dt Practice. If you are working in DT Practice 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
Back
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 DT Practice.
Forward
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.
Refresh
Refresh
Keyboard: F5
Refreshes the current screen, including data.
Home button
Home Dashboard
Opens the Home Dashboard.
Office building icon
Firm Dashboard
Opens the Firm Dashboard.
One person
Staff Dashboard
Opens the Staff Dashboard.
Two people
Client Dashboard
Opens the Client Dashboard.
Yellow star
Favorite Screen
Opens the Favorite Screen that you selected on the System tab of the User Preferences dialog.
Synchronize
Synchronize
Select the arrow to open a command for synchronizing Outlook Contacts.
note
Outlook contact synchronization is available only if your firm is licensed for the Client Management module and if you have set up synchronization with Outlook.
Green down arrow over a clock
Update Remote Entry Firm
Updates your existing remote entry firm.
note
  • Before you update your remote entry firm, verify that you have transmitted all entries. The update process removes all existing data from the remote entry firm.
  • This button appears on the toolbar only if you have already created a remote entry firm.
Red plug
DT Connect
Opens DT Connect.
DT FileCabinet
DT FileCabinet
Opens DT FileCabinet.
note
This button appears on the toolbar only if your firm is licensed for DT FileCabinet.
Muisc note and Add
Add
This button is available if you are licensed for the Project Management, Client Management, or Staff Management modules.
Select the arrow to open a drop-down menu that provides additional commands, enabling you to add the following items:
  • Project Management
     — Projects
  • Client Management
     — Note, Phone Call, or Phone Message interactions
  • Staff Management
     — Scheduled Phone Calls, Scheduled Benefit items, Meetings, To Do items, and CPE courses.
Any of the three modules allow you to add Outlook Email, Outlook Appointment, and Outlook Task items.
Select 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, DT Practice will open the Note dialog.
Magnifying glass
Search
 Search
The Search field and button enable you to search for answers in the Help & How-To Center directly from the DT Practice toolbar. Type your search terms and press ENTER or click the button.
White question mark over a blue circle
Help
Opens the DT Practice Help and Support. Select 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.

This article applies to:

  • Product: DT Practice