Recent updates
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Edit a Matter
Updated onArticleYou can edit a Matter record to add to or modify existing data. A Matter is a detailed description of a contact's problem, or question and tracks to solve the problem or issue. You can also create and submit new Matters. In addition, you can see cases assigned to court and which type of Matter is, with dates and status of Matter.
MATTER MANAGEMENT (MM) Use & Learn (MM) Matters
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Create a Matter
Updated onArticleMatters (or Legal Cases) are the central data element in AdvoLogix. A Matter is a detailed description of a client's problem, case, or question and is used to track their data to solve the problem or issue.
MATTER MANAGEMENT (MM) Use & Learn (MM) Matters
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Viewing Matters
Updated onArticleSelecting the Matters tab brings you to the 'Matters Tab home page'.
MATTER MANAGEMENT (MM) Use & Learn (MM) Matters
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Introduction to Matters
Updated onArticleMatters (or Legal Cases) are the central data element in AdvoLogix. A Matter is a detailed description of a client's problem, case, or question and is used to track their data to solve the problem or issue.
MATTER MANAGEMENT (MM) Use & Learn (MM) Matters
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Adding a Custom Contact Field
Updated onArticleYou can add a custom field to the Contact object to record details not readily available in the standard existing data entry options.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Contacts
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Merging Duplicate Contacts
Updated onArticleYou can merge duplicate Contacts associated with the same Account.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Contacts
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Available Contacts Related Lists
Updated onArticleRelated lists display on the lower portion of the detail page for another record. They list the custom object records that are associated with that record.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Contacts
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Changing the Owner of a Contact
Updated onArticleYou can change the ownership of a Contact from the Contact Detail page.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Contacts