Recent updates
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Matter Search API Call
Updated onArticleThe Matter Search API call allows administrators to search a specified object (or group of objects) related to a Matter. Otherwise, the search works in the exact way as searching from the AdvoLogix Matter Search button.
MATTER MANAGEMENT (MM) Use & Learn (MM) Matter Search
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Using the Task Checklist
Updated onArticleNumerous options within the Task Checklist feature allow users to monitor overall task progress and to quickly update tasks within a single user experience.
MATTER MANAGEMENT (MM) Use & Learn (MM) Task Checklists
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Salesforce Mobile App Navigation Tabs
Updated onArticleAdvoLogix has several custom features available for the Salesforce mobile application.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Mobile App
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Edit Page Layouts
Updated onArticleThe enhanced page layout editor is a feature-rich tool that allows you to customize your organization’s page layouts for detail and edit pages in AdvoLogix and the Client Portal. The enhanced page layout editor provides functionality in an easy-to-use interface.
The enhanced page layout editor consists of two parts: a palette on the upper portion of the screen and the page layout on the lower portion of the screen.
The palette contains the user interface elements, such as fields, buttons, links, related lists, and any additional elements that are available for you to add to the page layout.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Customizing AdvoLogix and the Salesforce Platform
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Time Fundamentals
Updated onArticleAdvoLogix basic time tracking is very good at providing the means to collect day-to-day time tracking activities for most law firms. The foundational tenets of AdvoLogix time tracking are as follows:
MATTER MANAGEMENT (MM) Use & Learn (MM) Time
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Time Terminology
Updated onArticleMost professional time tracking applications use similar terminology to define the characteristics of their application. AdvoLogix adopts these time tracking norms where appropriate.
MATTER MANAGEMENT (MM) Use & Learn (MM) Time
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Introduction to Time
Updated onArticleA time slip, fee or expense record which accounts for the details associated with billable or non billable unit of work or expense.
MATTER MANAGEMENT (MM) Use & Learn (MM) Time
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Mass Emailing from the Matter List
Updated onArticleEmails may be sent from the matter list to a specific contact lookup for the underlying selected matters.
MATTER MANAGEMENT (MM) Use & Learn (MM) Email
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Date Calculation API
Updated onArticleThe DateCalculatorService API allows organizations high-level access to the AdvoLogix date calculation business rules. The following Apex method returns a date based on the parameters supplied.
MATTER MANAGEMENT (MM) Use & Learn (MM) Date Calculations
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Global CalendarRules Integration Settings
Updated onArticleThe CalendarRules integration global settings are available under the Integrations heading within AdvoLogix Setup. These settings allow organizations to establish their CalendarRules identity, import Court Entities and customize global settings for use when creating dockets.
ADDITIONAL INTEGRATIONS CalendarRules Getting Started (CR)