If you would like to use enhanced notes, follow these steps to enable them:

1. Go to Setup >> Quick Find: enter "Notes Settings" >> Notes Settings.
2. Click the checkbox next to "Enable Notes".
3. Select "Save".

If you would like more information on what puts the enhanced in enhanced notes, follow this link.

The AdvoLogix permission sets allow organizations to quickly assign access to Matter Management functionality to individual users within their organization.  These permission sets can be assigned to users based on two personas: admin or standard user.  For more information on these permission sets, follow this link.

1. Go to Setup >> Object Manager >> Account >> Compact Page Layouts.
2. Select the "Compact Layout Assignment" button.
3. Select the "Edit Assignment" button.
4. Select AdvoLogix from the "Primary Compact Layout" drop-down menu.
5. Select "Save".
6. Repeat this process for tasks and events.

To learn more about compact layouts and where they are used, follow this link.

The Matter Management package includes a custom user layout with a Create Timekeeper checkbox field.  The Create Timekeeper checkbox automatically creates a timekeeper record when a user is created or edited (whereas, upon save, that user already has a timekeeper created for them) to be used in the Matter Management time entry functionality.  There are two options:

1. The custom AdvoLogix User Layout can be assigned as the default user layout by assigning it to all applicable profiles.
   1. Go to Setup >> Object Manager >> User >> User Page Layouts.
   2. Select the "Page Layout Assignment" button.
   3. Select the "Edit Assignment" button.
   4. Select AdvoLogix User Layout from the "Page Layout To Use" drop-down menu.
   5. Select "Save".
2. Alternatively, you can add the "Create Timekeeper" checkbox field to your customized user layout to enable auto-creation of timekeepers.

If you would like to use CaseCloud functionality in the Salesforce mobile app, follow these steps:

1. Go to Setup >> Quick Find: enter "Salesforce Navigation" >> Salesforce Navigation.
2. From the "Available" box, highlight the following:
   • Batch Conflict Check
   • Batch Time⚡
   • Matter Calendar⚡
   • Matter Gantt⚡
   • Multi Timer
   • Focus Matters⚡
3. Move the highlighted selections to the "Selected" box.
4. Select "Save".

If you would like more information on setting up the Salesforce mobile app, follow this link.