Recent updates
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Salesforce Mobile Application
Updated onArticleThe Salesforce mobile application allows users to navigate and interact with their AdvoLogix data using a smartphone or a tablet device. This application is useful for mobile users who frequently work outside of the office. The app can be accessed from most tablets and smartphone devices, as long as they are connected to the internet through a WiFi connection or a cellular network.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Mobile App
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Global Search
Updated onArticleFrom the moment a record is created in AdvoLogix, the Salesforce search engine works to make the information easy to find, quick to execute, and results relevant.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Introduction to AdvoLogix and the Salesforce Platform
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Other Matter Features
Updated onArticleThe following optional features are available for use when working in-context with specific Matters.
MATTER MANAGEMENT (MM) Use & Learn (MM) Matters
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Timekeeping
Updated onArticleAdvoLogix provides a rich set of functionality allowing organizations to accurately record the time spent while in the performance of their work efforts. Timekeeping is incorporated throughout the AdvoLogix workflow and can be managed from both desktop and mobile user experiences.
MATTER MANAGEMENT (MM) Use & Learn (MM) Time
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Matters
Updated onArticleMatters are the central data element in AdvoLogix. The Matter record maintains a detailed description of a specific legal engagement and is used to track all information relative to the engagement.
MATTER MANAGEMENT (MM) Use & Learn (MM) Matters
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Introduction to Comments
Updated onArticleComments allow users to quickly memorialize (and categorize) general information. While most use cases pertain to relating comments to Matters, Comments may also be unrelated to Matters and extended to support other data elements within AdvoLogix.
MATTER MANAGEMENT (MM) Use & Learn (MM) Comments
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Notes
Updated onArticleNotes are a common method for quickly saving important information related to a specific record. Notes are most commonly used in AdvoLogix to memorialize information related to a specific Matter, Contact or Account.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Introduction to AdvoLogix and the Salesforce Platform
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Timekeepers Sub Tab
Updated onArticleIn order to record Time in AdvoLogix, each User or External Resource (Contact) must have a Timekeeper record created for them.
MATTER MANAGEMENT (MM) Use & Learn (MM) Timekeepers
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AdvoLogix Fall 2019
Updated onArticleAdvoLogix Fall 2019 Major Release (version number 1.86.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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Configuring Dropdown Lists
Updated onArticleWith AdvoLogix you can customize the options in drop down lists, edit, delete, replace, select default values and reorder them. There are many drop down lists throughout the system, but these are some of the most common that you will want to customize for your practice:
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Customizing AdvoLogix and the Salesforce Platform