Advologix Matter Management
Topics
- Installation & Upgrades 3
-
Installing into an Existing Salesforce.com Organization
10
- STEP 1: Enable Salesforce CRM Content
- STEP 2: Create AdvoLogix Platform User Profile
- STEP 3: Request AdvoLogix from the AppExchange
- STEP 4: Modify CRM Content Version Page Layout Field Set
- STEP 5: Assign Page Layouts
- STEP 6: Create Content Libraries
- Enable Feed Tracking (optional)
- Assign Home Page Layout (optional)
- Add the Timekeeper Checkbox - User Page Layout (optional)
- Install the Lightning Supplement (optional)
Other Resources
Application Guide
- Accounts
- Matters
- Contacts
- Activities: Tasks & Events
- Communication
- Comments, Files, & Content
- Time & Expenses
- Calendars & Planning
- Reports & Dashboards
- Productivity
Administration
- Training Guide
- Getting Started
- User Guide
- Administration Guide
- Integration Guide
- Installation Guide
- Technical Support
- Release Notes