Setup (General)

Activities overview

Adding custom fields

Adding portals for staff and offices

Adding portals while sending or requesting files

Adding portals while setting up clients or contacts

Assigning a category to a contact

Assigning staff to schedule items

Best practices for searching and filtering in large databases

Changing preferred contacts or billing contacts

Changing the client billing contact from the primary contact

Checking your spelling

Clients setup overview

Copy To / From dialog

Creating a link to an invoice

Creating a Remote Entry firm database

Creating custom formats

Custom fieldview editor

Custom formats field descriptions

Custom formats overview

Custom formats toolbars

Deleting items associated with historical data

DT Practice overview

Editing multiple clients

Editing multiple staff

Engagement templates overview

Entering beginning balances

Entering client contact information

Entering client custom field information

Entering client identification information

Entering client notes

Filtering your data

Finding existing portals for contacts or staff

Insert Text Prompt [Standard Text]

Insert Variable Date

Linking to a web page from DT Practice

Linking to documents in DT FileCabinet

Linking to interactions

Links dialog

Managing contacts

Modifying custom formats

Multiple Selection dialog

Portals for clients and standalone contacts

Preview Custom Invoice Format dialog

Preview Custom Statement Format dialog

Preview Format dialog

Project Templates dialog [Setup > Clients]

Result limits overview

Selecting an industry code for a client

Selecting options for checking spelling

Setting up a contact

Setting up additional contacts

Setting up an accruable benefit activity code

Setting up associations

Setting up benefit allowances based on months of employment

Setting up benefit allowances based on staff level

Setting up client billing and A/R options

Setting up clients

Setting up engagements for a client

Setting up standard text

Staff setup overview

Storing your DT Staff Portal password

Using formulas

Using the Chart Wizard

Using the Format Wizard for reports, letters, or labels

Using the Invoice Format Wizard

Using the Statement Format Wizard

Viewing or modifying client partner history