Whatever happened to the 2 & 5 year summary links in the home window? I know I can access them from the left pane, but it’s so much more convenient to have the button right on top.
Open up and press the + sign
I want the button at the top of the screen under the “home” tab. Next to First Review, Second Review, etc. it’s such a useful tool.
I don’t recall seeing it there - if it used to be there and Trilogy removed it, I wouldn’t know. But there are so many other ways you can do it:
Put it on the Quick Access Toolbar:
Add it to the Forms Bar:
Save it as a “default tab” or a “review tab”:
Oh, thank you. I always check comparatives to highlight missing items, or something new this year. For me, it’s a big help.
Yes, so do I. I keep the 2YearClientSummary as the first “default tab” (as you can see above), so it’s the first thing I see when I open every T1 file.