Recent updates
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Activities Tab: 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
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How do I edit a Task?
Updated onArticleA Task can be edited a couple different ways.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Tasks
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Filing Items in Folders
Updated onArticleThe instructions for filing items in a folder can be found below.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Folders
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Adding Multiple Files to Matter Content (legacy)
Updated onArticleUploading multiple files for a specific Matter can be easily accomplished from the Matter Content section of the Matter page layout.
MATTER MANAGEMENT (MM) Use & Learn (MM) Matter Content Module (legacy)
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Adding a File to Matter Content (legacy)
Updated onArticleUploading a file for a specific Matter can be easily accomplished from the Matter Content section of the page layout.
MATTER MANAGEMENT (MM) Use & Learn (MM) Matter Content Module (legacy)
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Adding the 'Attachments' Related List to the Task Page Layout
Updated onArticleThe ability to store attachments directly on the task is a new feature in Salesforce.com that was part of the Winter '11 release, if your administrator has not yet updated the task page layouts to include the attachments related list, then it may appear that the attachments were not uploaded.
Details Below:
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Tasks
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Adding Custom Fields to Participants
Updated onArticleThe AdvoLogix Participant form does not allow the edit page layout to be customized. Custom fields may be added to the edit form using field sets using the following steps.
MATTER MANAGEMENT (MM) Use & Learn (MM) Participants
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Administration Setup Menu
Updated onArticleAdvoLogix system administrators can customize each of the standard tabs and types of records, including adding custom fields and setting page layouts. AdvoLogix system administrators can also customize search results, tagging, and user interface options for their organization. In addition, every AdvoLogix user can customize various personal display options.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Application Setup
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App Setup Menu
Updated onArticleAdvoLogix system administrators can customize each of the standard tabs and types of records, including adding custom fields and setting page layouts. AdvoLogix system administrators can also customize search results, tagging, and user interface options for their organization. In addition, every AdvoLogix user can customize various personal display options.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Application Setup
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Extending AdvoLogix
Updated onArticleMany organizations choose AdvoLogix not only for the rich legal domain functionality but also for it's strong capability to be customized and extended.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Introduction to AdvoLogix and the Salesforce Platform