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