Advologix Matter Management
Topics
- Introduction to AdvoLogix 3
-
Application Training
28
- User Login and Personal Settings
- Navigating the Classic User Interface
- Navigating Lightning Experience
- Introduction to Chatter
- Accounts and Contacts
- Activities
- Note-Taking
- 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 Matter Budgets
- 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
- Matters
- Contacts
- Activities, Tasks & Events
- Communication
- Comments, Files, and Content
- Time & Expenses
- Calendars & Planning
- Reports & Dashboards
- Training Guide
- Getting Started
- User Guide
Administration
- Administration Guide
- Integration
- Installation Guide
- Technical Support
- Release Notes