Recent updates
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AdvoLogix Spring 2017
Updated onArticleAdvoLogix Spring 2017 Major Release (version number 1.68.x)
AdvoLogix provides two types of releases, major releases and patch releases. Major releases are seasonal, occurring approximately four times per year and are generally accompanied by new functionality. Patch releases provide minor functional improvements and issue resolutions. It is important to note, patch releases are automatically installed for all customers on the current major release.
MATTER MANAGEMENT (MM) Release Notes & Knowledge Base Articles (MM) Release Notes (MM)
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AdvoLogix Winter 2017
Updated onArticleAdvoLogix Winter 2017 Major Release (version number 1.67.x)
AdvoLogix provides two types of releases, major releases, and patch releases. Major releases are seasonal, occurring three times (approximately) per year and are generally accompanied by new functionality. Patch releases provide minor functional improvements and issue resolutions. It is important to note, patch releases are automatically installed for all customers on the current major release.
MATTER MANAGEMENT (MM) Release Notes & Knowledge Base Articles (MM) Release Notes (MM)
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AdvoLogix Fall 2016
Updated onArticleAdvoLogix Fall 2016 Major Release (version number 1.66.x)
AdvoLogix provides two types of releases, major releases, and patch releases. Major releases are seasonal, occurring three times (approximately) per year and are generally accompanied by new functionality. Patch releases provide minor functional improvements and issue resolutions. It is important to note, patch releases are automatically installed for all customers on the current major release.
MATTER MANAGEMENT (MM) Release Notes & Knowledge Base Articles (MM) Release Notes (MM)
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AdvoLogix Summer 2016
Updated onArticleAdvoLogix Summer 2016 Major Release (version number 1.65.x)
AdvoLogix provides two types of releases, major releases, and patch releases. Major releases are seasonal, occurring three times (approximately) per year and are generally accompanied by new functionality. Patch releases provide minor functional improvements and issue resolutions. It is important to note, patch releases are automatically installed for all customers on the current major release.
MATTER MANAGEMENT (MM) Release Notes & Knowledge Base Articles (MM) Release Notes (MM)
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AdvoLogix Spring 2016
Updated onArticleAdvoLogix Spring 2016 Major Release (version 1.58.x)
AdvoLogix provides two types of releases, major releases, and patch releases. Major releases are seasonal, occurring three times (approximately) per year and are generally accompanied by new functionality. Patch releases provide minor functional improvements and issue resolutions. It is important to note, patch releases are automatically installed for all customers on the current major release.
MATTER MANAGEMENT (MM) Release Notes & Knowledge Base Articles (MM) Release Notes (MM)
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Adding Rate Groups
Updated onArticleRate Groups allow you to organize groups of Rates for specific Timekeepers for easy assignment of a group of Rates for Timekeepers to a Matter.
MATTER MANAGEMENT (MM) Use & Learn (MM) Rates
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Multiple Currency Support
Updated onArticleCurrency data types are used to define fields that contain numeric amounts. By default the Salesforce platform allows the selection of an organization wide currency to be used throughout the application. The platform also supports the use of multiple currencies within the same organization.
Implementing multiple currency functionality requires an appropriate level of planning and preparation. These documentation references will serve as a jumping off point when planning a multiple currency implementation:
Managing Multiple Currencies and Implications of Enabling Multiple Currencies
MATTER MANAGEMENT (MM) Standard Salesforce (MM) Application Setup
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User Login and Personal Settings
Updated onArticleWhile system administrators will spend most of their time in the setup menu, there is a separate configuration menu dedicated to personal user settings. This menu gives users the ability to update their information, download desktop applications, and update other settings. This menu is in slightly different locations based on the user interface you are using as well as other settings.
MATTER MANAGEMENT (MM) Standard Salesforce (MM) Introduction to AdvoLogix
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A Powerful Suite of Analytics Tools
Updated onArticleAdvoLogix and the Force.com platform offer a powerful suite of analytics tools to help you view and analyze your data. This topic introduces the parts and explains how they work together. Analytics consists of several integrated parts.
OTHER Getting Started Advanced Topics
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Defining Dependent Picklists
Updated onArticleUse dependent picklists to help your users enter accurate and consistent data. A dependent picklist is a custom or mutli-select picklist for which the valid values depend on the value of another field, called the controlling field. Controlling fields can be any standard or custom picklist (with at least one and fewer than 300 values) or checkbox field on the same record.
For example, you can define a Reason custom picklist on opportunities and make its valid values depend on the value of the Stage picklist as follows:
If Stage is Closed Won, the valid values for Reason are Superior features or Lower price.
If Stage is Closed Lost, the valid values for Reason are Inferior features, Higher price, or Company viability.
OTHER Getting Started Advanced Topics