Advologix Matter Management
Topics
- Administrator Training 6
- AdvoLogix Lightning Experience 7
- Subscription & Licensing Information 2
- Setup Overview 5
- Security Controls 10
- User Management 7
- Application Setup 10
-
Assignment Rule Sets
7
- What are Assignment Rule Sets?
- How do I create or edit an Assignment Rule Set?
- How do I navigate the Rule Set Editor?
- How do I use the Rule Set import, export features?
- How are Assignment Rule Sets invoked?
- Processing an Assignment Rule Set Via the Process Builder
- Processing an Assignment Rule Set Via Code
- Customization 9
-
Other Considerations
17
- How do I create an Activity Plan Template?
- How do I create a new Activity Plan?
- Approval Processes
- Create/Edit Email Templates
- Analytic Tools
- What is the Force.com Platform & how does AdvoLogix use it?
- Customizing Accounts, Contacts, or Activities
- Customizing Matters, Timekeepers, & Other Custom Objects
- What types of fields can I add?
- Customizing Page Layouts
- Assign Page Layouts to Specific Users
- Set a Default Record Type
- Custom Objects
- How to Verify the Number of User Licenses Your Organization Has Available
- Enabling the Mobile App Per User
- Validate Matter Aggregates
- Cloning Considerations for Custom TimeEdit
- Importing 5
- Exporting 2
- Data Loader 3
Other Resources
Application Guide
- Accounts
- Matters
- Contacts
- Activities, Tasks & Events
- Communication
- Comments, Files, and Content
- Time & Expenses
- Calendars & Planning
- Reports & Dashboards
Administration
- Training Guide
- Getting Started
- User Guide
- Administration Guide
- Integration Guide
- Installation Guide
- Technical Support
- Release Notes