Administration Guide
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Other Considerations
- How do I create an Activity Plan Template?
- How do I create a new Activity Plan?
- Approval Processes <Video>
- Create/Edit Email Templates
- Analytics Tools <Video>
- 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