The data stored in the software and the allowed actions for them can be found in folders under different areas. For example, matters, transactions, and invoices are grouped into their own folders. In matter and customer windows that contain many folders, the folders are further grouped under sections.
In the matter window:
The Matter section shows folders related to the basic information, entries, documents, and activities of the matter.
The Invoicing section contains folders related to pricing and various invoices.
In the corporate and private customer window, there are three sections:
The Customer section contains the customer's basic information, contacts, conflict checks, identification events, relationships, and activities.
The Matter section contains folders related to the customer's matters, matter requests, transaction entries, and documents.
The Invoicing section contains folders related to the customer's role pricing, various invoices, payments, and customer funds.
Users can set a default folder for each area, so that the specified folder always opens when the user navigates to the area.
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