Recent updates
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Unable to Manually Create Workspaces with the Connector (iM)
Updated onArticleArticle #000001165
DOCUMENT MANAGEMENT INTEGRATIONS iManage Knowledge Base Articles (iM)
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AdvoLogix Matter Management⚡Components
Updated onArticleThe following summary of Lightning Components and Lightning Pages are unique to the AdvoLogix Lightning Experience and may be implemented in a variety of ways. Please see each item's dedicated articles (in this help guide) for more information.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) Technical Design
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Introduction to the SharePoint Integration
Updated onArticleThe connector allow users to access their SharePoint documents and folders right inside their Salesforce instance. Users can create files/folders, view folders and its sub-folders, and edit files from the context of the records they are viewing.
DOCUMENT MANAGEMENT INTEGRATIONS SharePoint Use & Learn (SP)
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How do I verify the number of user licenses that your organization has available?
Updated onArticleThe Company Information page displays all of the active user and feature licenses you have purchased for your organization. A user license entitles a user to different functionality within Salesforce and determines the profiles available to the user. A feature license entitles a user to an additional Salesforce feature, such as Marketing or Connect Offline.
MATTER MANAGEMENT (MM) Standard Salesforce (MM) Customizations (Sf)
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What options are available for working with calendars?
Updated onArticleAdvoLogix provides several opportunities for users to experience Activity information in unique ways. AdvoLogix expands upon the standard Daily, Weekly, and Monthly personal and group calendars with Matter Management capabilities. The following introduction should help your organization choose the best way to exploit the options.
MATTER MANAGEMENT (MM) Standard Salesforce (MM) Calendars
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How do I manage my delegated activities? (legacy)
Updated onArticleTo display a list of activities for which you or your team is responsible for completing, click the activity list view icon (Activity List View) below the calendar on the Home tab or at the top of a calendar view.
If your Home tab does not display the calendar or My Tasks sections, contact your administrator to customize your home page layout.
MATTER MANAGEMENT (MM) Standard Salesforce (MM) Activities
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How do I display a list of activities?
Updated onArticleTo display a list of activities for which you or your team is responsible for completing, click the activity list view icon (Activity List View) below the calendar on the Home tab or at the top of a calendar view.
If your Home tab does not display the Calendar or My Tasks sections, contact your administrator to customize your home page layout.
MATTER MANAGEMENT (MM) Standard Salesforce (MM) Activities
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What is the 'activity history' related list?
Updated onArticleThe Activity History related list of a record displays all completed tasks, logged phone calls, saved interaction logs, expired events, outbound email, mass email, email added from Microsoft Outlook®, and merged documents for the record and its associated records.
MATTER MANAGEMENT (MM) Standard Salesforce (MM) Activities
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How do I create an account?
Updated onArticleYou can add a new Account from the Accounts tab. The Account object allows your firm to collect information about the companies your firm does business and interacts with. The Account record is supported by other records (matters, contacts, activities, etc.) that collectively give your firm a 360° view of your clients. From this vantage point, you can easily view from the top, and if you need to, you can easily drill into the details. Each Matter can have one Primary Account and several participant Accounts.
MATTER MANAGEMENT (MM) Standard Salesforce (MM) Accounts
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