About this course
- The Configuration Settings Area
- How to Access Configuration Settings
- Configuration Settings Available
- Toggling System Switches
Fee Earners & Status
- What are Fee Earners & Fee Earner Statuses?
- Fields on the Add Fee Earner Page
- Fields on the Add Status Page
- Creating a New Fee Earner
- Editing a New Fee Earner
- Archiving a Fee Earner
- Creating a Fee Earner Status
- Editing a Fee Earner Status
- Archiving a Fee Earner Status
- What are Work Types?
- Fields on the Add Work Type Page
- Creating a New Work Type
- Editing a New Work Type
- Archiving a New Work Type
Standard Text Descriptions
- What are Standard Text Fields?
- Fields on the Add Standard Text Page
- Standard Text & Matter Archive Details
- Adding, Editing & Deleting Standard Text
- Choosing Where to Display Standard Text
- Creating & Editing Predefined Attendance Notes
- Deleting Predefined Attendance Notes
- Creating & Editing Matter Archive Details
- Deleting Matter Archive Details
- Why Use Communication Settings?
- Fields on the Add Phone Type Page
- Adding a Phone Type
- Adding Numbers For a Client
- Editing Numbers For a Client
- What are Group Codes?
- Fields on the Add Group Code Page
- Where to Create Groups
- Adding a New Group
- Editing Groups
- Assigning Clients to a Group Code