AdvoLogix Help

AdvoLogix Setup: Key Dates

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Key Dates are Matter Date fields designated by your organization as significantly important, at minimum to Calendaring. Key Dates are optionally displayed on the Matter Calendar and the Matter Gantt.  This setup area allows organizations to customize their Key Date designations.

­čžÉ Do you know where to find the AdvoLogix Setup tab? ┬áGo to the app launcher (waffle) and search for setup. ┬áSelect AdvoLogix Setup from the search results.

  1. Designate all date fields by default? (click [change] to edit)

    When enabled this option will designate all Date fields as Key Dates. Enabled is legacy default behavior.

  2. Show Key Dates on Timeline? (click [change] to edit)

    When enabled allows the end user to choose to display Key Dates in their Matter Timeline.

  3. When disabled, select the specific Matter Date fields to be designated Key Dates.
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