Advologix Matter Management
Topics
- Introduction to AdvoLogix 3
-
Application Training
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- 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
- Administrator Training 3
Other Resources
Application Guide
- Accounts | Contacts
- Matters
- Activities
- Communication
- Files | Content | Documents
- Time | Expenses
- Calendars | Planning
- Reports | Dashboards
- Productivity
- Spend Management
Administration
- Training Guide
- Getting Started
- User Guide
- Administration Guide
- Integration Guide
- Installation Guide
- Technical Support
- Release Notes