The following modifications must be completed after successfully installing the AdvoLogix Matter Management package.
1. Assign Page Layouts
AdvoLogix Matter Management ships with several customized page layouts for standard Salesforce.com objects. These layouts provide required customizations that produce a cohesive user experience for Matter Management users. These layouts can be assigned to specific profiles within your organization. At a minimum, the page layouts should be assigned to all user profiles assigned to users of the Matter Management package.
1.1. Content Version Layout
- Go to Setup | Object Manager | Content Version | Page Layouts
- Select the Page Layout Assignment button
- Select the Edit Assignment button
- Highlight each profile that will be using the AdvoLogix Content Layout
- Select AdvoLogix Content Layout from the Page Layout To Use drop-down menu
- Select Save
The content version object is where a system administrator can modify the page layout for a file record.
1.2. Account Layout
- Go to Setup | Object Manager | Account | Page Layouts
- Select the Page Layout Assignment button
- Select the Edit Assignment button
- Highlight each profile that will be using the AdvoLogix Account Layout
- Select AdvoLogix Account Layout from the Page Layout To Use drop-down menu
- Select Save
Repeat this process for Contacts, Events, and Tasks.