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Recent activity by Andrew Recent activity Votes
  • Filter Calendar Entries

    To filter your calendar view, note the available filters across the top of the calendar.  Select any option from these drop-down menus to filter your calendar by priority, contact/matter, type, sta...

  • Navigating in File Storage

    Users can navigate in File Storage using breadcrumbs. The file will show the folder hierarchy. Jump back to a folder by clicking on it's name.  Click on the arrows in between folder names to see f...

  • Cancel a payment plan

    Select the invoice from the 'Billing' section At the bottom of the invoice form, click 'Cancel payment plan'

  • Attach files to an Invoice

      Navigate to the Contact and the 'File' tab to display files associated with the contact. Click on the ellipsis menu and then 'Attach' The Contact and Matter will auto populate. If multiple matte...

  • Sending an invoice to an Entity Secondary contact

    When sending an invoice to an entity, it may be necessary to send the invoice to a secondary contact.  Note: The entity must have a second contact Create or Edit the Entity contact   Select 'Send b...

  • Move a document

    Select 'File Storage' from the left navigation menu Find the file that you wish to move Select the ellipsis menu to the right of the file name and click 'Move'     Select the desired destination f...

  • Creating a new event

    Click 'Calendar' from the left navigation menu Click on the white '+' circle and select 'Event' from the drop-down menu:     You will be presented with the 'Event' tab of the new entry screen:   ...

  • Custom data entries - Time entry activities

    Create a new time entry activity that is added to the 'Activity' pull down menu. 1: Select 'Setting' from the left navigation bar 2: Click the 'Custom data entries' tab 3: Click 'Time entry activ...

  • Manage 3rd party payees

    Manage 3rd party payees with the ability to create, sort, deactivate or delete entries.    From the left navigation bar, select 'Settings' then 'Custom data entries' tab and '3rd party payees' tab....

  • Duplicate an Entry

    Use this feature to quickly upload many similar entries.  Click the duplicate button and a copy of the event will appear.  Make small changes to create new entries to your calendar From Rudy's bir...