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Engagements Window

In the Engagements window, you can see and manage client files. If you want, you can customize the view so only the information most pertinent to you is displayed. For example, you can sort rows or hide columns.

The window is divided into four panes:

In addition to selecting commands from the menu, you can click a button on the toolbar to quickly access functions.

Related Topics

  • Hiding or Showing the Views Pane
  • Hiding or Showing the Status Bar
  • Hiding or Showing the Toolbar
  • Customizing the View