Recent updates
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Editing Rates Directly From a Matter
Updated onArticleRates allow you to create hourly rate prices for Timekeepers or for ad hoc chargeable items such as expenses or fixed fee items.
MATTER MANAGEMENT (MM) Use & Learn (MM) Rates
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Editing Rates Directly From a Rate Group
Updated onArticleRates allow you to create hourly rate prices for Timekeepers or for ad hoc chargeable items such as expenses or fixed fee items.
MATTER MANAGEMENT (MM) Use & Learn (MM) Rates
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Adding Rates Directly to a Rate Group
Updated onArticleRates allow you to create hourly rate prices for Timekeepers or for ad hoc chargeable items such as expenses or fixed fee items.
MATTER MANAGEMENT (MM) Use & Learn (MM) Rates
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Rates & Rate Groups Sub-Tabs
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.
Rates allow you to create hourly rate prices for Timekeepers or for ad hoc chargeable items such as expenses or fixed fee items.
MATTER MANAGEMENT (MM) Use & Learn (MM) Rates
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Rounding Hours Via Code
Updated onArticleWhen enabled, the hours entry can be rounded in accordance with your organizations global setting. The following global Apex method can be used to round the Time's hours to the global rounding setting.
MATTER MANAGEMENT (MM) Use & Learn (MM) Time
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Add Additional Fields to the Time Layout
Updated onArticleThis Time object includes a customized Visualforce page that cannot be modified using standard page layout additions. So to add a field to the Time object, you will need to utilize the fieldSet capability.
Time has 2 fieldSets:
- fieldSet_Time
- Used to add any custom field to the Time object.
- fieldSet_TimeRate
- Used to add only these three fields related to Rates:
- Rate
- Rate Amount
- Total Amount
- Used to add only these three fields related to Rates:
MATTER MANAGEMENT (MM) Use & Learn (MM) Time
- fieldSet_Time
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Editing Time From the Time Tab
Updated onArticleAn individual Time Entry can be edited from the Time tab.
MATTER MANAGEMENT (MM) Use & Learn (MM) Time
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Timetracking Fundamentals
Updated onArticleAdvoLogix Basic Timetracking is very good at providing the means to collect day-to-day timetracking activities for most law firms.
The Foundational Tenets of Advologix Timetracking are as follows:
MATTER MANAGEMENT (MM) Use & Learn (MM) Timekeepers
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How do I assign a Task to another person or multiple persons?
Updated onArticleSingle User Assignment: To assign the task to another user, enter a user’s name, or select a user with the lookup icon.
Multiple User Assignment: You can create a task so that up to 100 users are each assigned an independent copy of the task.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Tasks
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Related List: Open Activities: Close a Task or an Event
Updated onArticleYou can navigate to an open task to complete/close it from any Open Activities related list
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Tasks