Recent updates
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How do I create an Event?
Updated onArticleAn Event can be created in several different ways.
MATTER MANAGEMENT (MM) Standard Salesforce (MM) Events
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Contingency Billing
Updated onArticleThis article discusses using the AdvoLogix Accounting Seed integration for contingency billing. For the intent of this article, contingency billing is generally defined by the following characteristics:
- The client is not billed for fees until the conclusion of the matter.
- The billable fees are (typically) based on the settlement amount, not an hourly rate.
- Time may be tracked but not for billable purposes.
- The firm's out of pocket expenses can be billed prior to the conclusion of the matter.
ADDITIONAL INTEGRATIONS Accounting Seed Use & Learn (AS)
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Introduction to Business Hours
Updated onArticleThe Business Hours configuration defines working hours and holidays primarily for use in calendaring and scheduling. The AdvoLogix platform allows organizations to configure multiple Business Hours definitions to support multiple business locations or court jurisdictions.
MATTER MANAGEMENT (MM) Use & Learn (MM) Date Calculations⚡
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Initiating a Conflict Check Through Automation or Code
Updated onArticleThe AdvoLogix Conflict Check feature provides a rich set of extensibility options for initiating Conflict Checks. The Process Builder action allows organizations to Conflict Check automation within the visual workflow designer while our Apex class supports a wide variety of custom integration solutions by allowing organizations to create new Conflict Checks in a wide variety of ways.
MATTER MANAGEMENT (MM) Use & Learn (MM) Conflict Checking⚡
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How do I share my personal calendar?
Updated onArticleYou can share your calendar with individual users, personal or public groups, the users in a particular role, or the users in a particular role plus all of the users in roles below that role. Calendar sharing can only be used to grant wider access to data, not to restrict access.
The available calendar access options vary depending on the organization-wide calendar sharing level set by your administrator. Only choices that make your calendar access less restrictive are available. Calendar sharing settings affect the visibility of items on a calendar, but do not give access to event detail pages.
MATTER MANAGEMENT (MM) Standard Salesforce (MM) Calendars
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Related Matters in Outlook and Gmail
Updated onArticleThe AdvoLogix Related Matters Lightning component provides users with quick access to relevant Matters and related details from within Lightning for Outlook and Lightning for Gmail.
MATTER MANAGEMENT (MM) Standard Salesforce (MM) Email
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How do I assign company provided or third-party email?
Updated onArticleIf you use a company-provided or third-party email account, you can use Email to Salesforce to assign emails to the Activity History related list on lead, contact, opportunity, and other records in Salesforce. When composing, forwarding, or replying to email, simply enter your Email to Salesforce address in the BCC field. Salesforce receives a copy of the email and, depending on your configuration, adds it to the Activity History related list of the matching records.
MATTER MANAGEMENT (MM) Standard Salesforce (MM) Email
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How do I configure email deliverability settings for my organization?
Updated onArticleDeliverability Settings
To improve the deliver-ability of email you send from AdvologixMM Salesforce, configure your organization's email deliverability settings. Email deliverability is the likelihood of a company’s or individual’s email to reach its intended recipient. This likelihood is adversely affected by:
Bounced email :
Email that is addressed to an invalid recipient and returned to the sender. If a sender sends several email messages that bounce, the email server might slow or block the delivery of all email from that sender.
Noncompliant email :
Email that does not comply with a recipient's email security framework, such as the Sender Policy Framework (SPF), which verifies that the From address in an email message is not forged.
MATTER MANAGEMENT (MM) Standard Salesforce (MM) Email
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How do I test email deliverability?
Updated onArticleSalesforce sends email from 32 different IP addresses. If your organization blocks any of these IP addresses, users might not receive all email sent from Salesforce.
MATTER MANAGEMENT (MM) Standard Salesforce (MM) Email
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How do I enable compliance BCC emails?
Updated onArticleIf your organization evaluates all outbound email messages for compliance, you can enable compliance BCC emails to automatically send a hidden copy of each outbound email message to an email address you specify. Enabling compliance BCC emails prevents users from editing the BCC field on any email and disables their Automatic Bcc setting under My Email Settings.
MATTER MANAGEMENT (MM) Standard Salesforce (MM) Email