Recent updates
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Assign Users to the AdvoLogix Package
Updated onArticleAccess to AdvoLogix; for licensed users in your system; will need to be assigned to each user, if not already assigned.
OTHER Getting Started Step 2: User Setup
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How can I change my email address?
Updated onArticleWhile your username is in the format of an email address, it does not have to be your email address. You can change your email address at anytime from your user record. Just ensure you have access to the email address you are changing TO as a confirmation email will be sent to the the address you are changing TO and must be confirmed before change will take place.
OTHER Technical Support Helpful Support Tips
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How can the administrator reset a user's password?
Updated onArticleA System Administrator has the ability to manually reset one or more user's passwords from the Manage Users console.
OTHER Technical Support Helpful Support Tips
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Where can I find my AdvoLogix version information?
Updated onArticleThis article illustrates how to find the current version of AdvoLogix that is installed in your organization.
OTHER Technical Support Helpful Support Tips
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What are the current web browser requirements?
Updated onArticleWeb browser requirements are determined by our technology partner Salesforce.com. Use the link provided below for the most up to date information on web browser requirements.
OTHER Technical Support Helpful Support Tips
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Timekeeper Terminology
Updated onArticleMost professional time tracking applications use similar terminology to define the characteristics of their application. AdvoLogix adopts these time tracking norms when appropriate.
MATTER MANAGEMENT (MM) Use & Learn (MM) Timekeepers
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How do I edit multiple records?
Updated onArticleThe List Views in AdvoLogix can be an excellent tool for mass editing, batch updating and inline editing your data. The following introduction provides an overview on getting started with using List Views.
OTHER Getting Started Advanced Topics
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Navigating Lightning Experience⚡
Updated onArticleThe Lightning Experience (LEx) navigation paradigm is designed for optimal user productivity by surfacing the most common functions.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Matter Management in Lightning⚡Experience
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Introduction to Lightning Experience⚡
Updated onArticleThe following information will introduce your organization to Lightning Experience (LEx). Subsequent articles in this chapter will assist your organization with the roll-out and introduction of LEx to your users.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Matter Management in Lightning⚡Experience
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Participant-Based Matter Community Sharing
Updated onArticleBy default, private Matters are only accessible by the Matter owner and those individuals above them in the owner's role hierarchy. AdvoLogix Participant-based Matter community sharing helps simplify the process of sharing Matters based on the participation of a Community User for a given Matter.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) Digital Experiences (Communities)