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