Training Guide
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Introduction to AdvoLogix
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Application Training
- User Login and Personal Settings
- Navigating the Classic User Interface
- Navigating Lightning Experience⚡
- Introduction to Chatter
- Accounts and Contacts
- Activities
- Notes
- Introduction to Comments
- Matters
- Matter Participants
- Introduction to Focus Matters
- Introduction to Activity Plans
- Introduction to the Task Checklist⚡
- The Matter Planner
- Timekeeping
- Expense Tracking
- Timekeeping and Expense Tracking Tools
- Introduction to Budgets
- Introduction to Budget Templates
- Files and Content
- Introduction to AdvoLogix Mass Email
- Other Matter Features
- Introduction to Intake Forms
- AdvoDoc Document Assembly
- Date Calculator ⚡
- Global Search
- Reports and Dashboards
- Salesforce Mobile Application
- Extending AdvoLogix
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Administrator Training