About this course

Configuration Settings

• 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

Work Types

• 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

Communication Settings

• 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

Group Codes

• 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