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
AdvoLogix Setup 17
Assignment Rule Sets 7
Customization 9
Communities 1
Other Considerations 17
Import/Export/Backup 1

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Other Resources

Application Guide
Accounts | Contacts
Matters
Activities
Communication
Files | Content | Documents
Time | Expenses
Calendars | Planning
Reports | Dashboards
Productivity
Spend Management
Connectors
Administration
Installation Guide
Integration Guide
Getting Started
Training Guide
User Guide
Technical Support
Release Notes

AdvoLogix Matter Management / Administration Guide

Customization

9 Articles

Customizing the Home Page (legacy)
Create New Page Layouts
Add a Custom Field
Defining Dependent Picklists
Record Types
Specifying Record Types & Page Layout Assignments
Customize Available Applications in the App Dropdown Menu
Add a Company Logo to Any AdvoLogix Apps
Relationship Maps

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