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April 2008 - MiniTips
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This month’s tip gives you several “mini” tips for when you are working in Tam®.
• Control L takes you back to the client list from anywhere in the management system – except when you are inside an Acord form.
• Does your client have a Sticky Note on their policy screen that you just can’t make go away??? Just click on the policy button a second time to hide the note! (This is true of any button – activities, etc., not just policies.)
• For all of you who prefer to use the keyboard instead of the mouse…
o F4 will bring up a look-up window, instead of double-clicking in the field
o Tab will move you forward through fields; Shift Tab will move you backwards through fields.
• Right click in to your tool bar (the row of buttons that contain Policy, Activity, etc.) to turn button labels on or off.
And that’s a few Mini TAM® tips, so…
Give It A Try!
If you would like a printable version of this tip, click here.
Thanks to Graham Blundell and Heather Reetz for their tip suggestions!
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