Recent updates
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Editing a Contact
Updated onArticleYou can edit a contact to add or modify data. Contacts are a core component of a good Case Management system. Contacts may optionally be assigned to an Account which provides relevant business hierarchy for Contacts within organizations. Contacts are very critical for profiling Matter relationships such as co-counsel, opposition, insurance reps, and so on.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Contacts
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Creating a New Contact
Updated onArticleContacts are a core component of a good Matter Management system. Thanks to the Force.com platform, AdvoLogix has the best in class platform to build our legal matter management system. Contacts may optionally be assigned to an Account which provides relevant business hierarchy for Contacts within organizations. Contacts are very critical for profiling Matter relationships such as co-counsel, opposition, insurance reps, and so on. Matters can have one Primary Contact and several Participant Contacts.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Contacts
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Viewing Contacts
Updated onArticleClicking on the Contacts tab displays the Contact home page. Contacts are a core component of a good Case Management system. Contacts may optionally be assigned to an Account which provides relevant business hierarchy for Contacts within organizations. Contacts are very critical for profiling Matter relationships such as co-counsel, opposition, insurance reps, and so on.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Contacts
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Introduction to Contacts
Updated onArticleThe Contact record allows your organization to collect information about the people your organization interacts with. The Contact record helps support (and is supported by) other records (Matters, Accounts, Activities, etc.).
Contacts may optionally be assigned to an Account which provides relevant business hierarchy for Contacts within organizations.
In AdvoLogix, Matters have the ability to be related to a Primary Contact which is useful for identifying a specific individual for whom the Matter is related to. Additional Contacts can be related to a Matter through the Participants related list or by adding custom lookup fields to the Matter object. Common Contact relationships might include outside counsel, judges, witnesses, and consultants.
OTHER Getting Started Step 4: Contacts
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Can I produce documents for other objects?
Updated onArticleAdvoDoc's default object types (Matter, Account, & Contact) can be extended to other objects using the following technique.
MATTER MANAGEMENT (MM) Use & Learn (MM) AdvoDoc Document Assembly
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Legacy Timeline (deprecated)
Updated onArticleThe legacy Timeline object (described in this article) has been deprecated and removed from the application (as of AdvoLogix Spring 2017). The legacy Timeline has been replaced by a new dynamic Timeline with improved functionality and no storage requirements.
MATTER MANAGEMENT (MM) Use & Learn (MM) Matter Timeline
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Mobile Success with Chatter
Updated onArticleUsing Chatter on your iPad, iPhone, Android, or BlackBerry. When you're not always at your desk, you can download Chatter Mobile to stay in the loop and collaborate from anywhere.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Chatter
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How do I use the Files tab?
Updated onArticleYou can easily upload, store, find, follow, share, and collaborate on Salesforce files in the cloud using the Files tab. This includes files you own or have access to from Chatter, Salesforce CRM Content, and files posted to feeds on the Home tab, Chatter tab, a profile, a record, or a group. All file types, up to 100 MB, are supported, including everything from Microsoft® PowerPoint presentations and Excel spreadsheets, to Adobe® PDFs, image files, audio files, and video files. All files you own or have access to from the All Files, Recently Viewed, My Files, Files Shared with Me, Files in My Groups, or Files in My Workspaces list views are available to share or attach to posts on Chatter feeds.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Chatter