View Modes
Multiple views for different use cases
John Margaglione avatar
Written by John Margaglione
Updated over a week ago

Outlaw Practice stores a lot of information, organized into content boxes of related information. Examples are Time Entries, Transactions, and Notes and Attachments. Each view is targeted at a use case. You can toggle between the modes using the icons just above the content boxes.

View Mode Icons

Scroll to Top

Clicking on the Scroll to Top icon will scroll the screen up until the content is at the top of the screen. This is useful when you want to work within the content boxes exclusively.

Content Box View

Use Case: Quick Overview

When you want to see the entire record at a glance, Content Box View will show you all of the information at a glance. Each Content Box will have its own small window, each of which can be expanded to fill the screen by clicking on the Expand icon (and returned to a small box by clicking the Contract icon).

Content Box Mode

Use Case: Focused Mode

Clicking on the Expand icon will fill the screen with the content box, enabling you to see much more data. This is great when you need to see all of the columns, take a lot of notes, or do bulk data entry.

Expanded Content Box

Tabbed View

Use Case: Data Entry

When doing bulk data entry in multiple content boxes, Tabbed View is a great choice. This mode shows each of the content boxes as a tab, enabling you to quickly do data entry at full size without having to expand/contract content boxes repeatedly.

Tabbed View

Split View

Use Case: Take Notes While On The Phone

When talking on the phone and taking notes, you also want to be able to modify the record you are working on. Split View, which is an option when in Tabbed View, splits the screen between notes and the rest of the content. This puts each content box in to a separate tab. This is great when you are focusing on one type of task, like entering time or doing a conflict check.

Turn on Split View by clicking on the Split View icon:

Split View

This option is available whenever Notes and Attachments is one of the content boxes. Split View will allocate half of the screen to Notes and Attachments, and the other half to the remaining tabs.

This enables you to continuously take notes while making changes in other parts of the record while keeping your concentration on the client.

Split View mode is available in Contacts, Campaigns, Leads, Cases and Invoices.

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