Recent updates
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Add the Billing Preview Component to a Lightning Page
Updated onArticleThe billing preview lightning component can only be deployed within a lightning app page and/or lightning record pages for accounts and matters.
MATTER MANAGEMENT (MM) Use & Learn (MM) Billings
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Introduction to Roles
Updated onArticleMatter management in the legal field involves a coordinated effort among various roles to handle legal cases efficiently and effectively. Your ability to deliver an efficient outcome depends on how your team responsibilities are distributed. These responsibilities can be easily managed by assigning roles to the individuals performing certain activities or tasks within your matter.
MATTER MANAGEMENT (MM) Use & Learn (MM) Roles
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AdvoLogix Setup: Timeline
Updated onArticleThe Matter Timeline is a chronological list of data related to a specific matter. Examples would include tasks, events, content, time, expenses, and so on. The timeline options allow your organization the ability to customize the timeline. The timeline is derived at run-time and does not consume data objects.
🧐 Do you know where to find the AdvoLogix Setup tab? Go to the app launcher (waffle) and search for setup. Select AdvoLogix Setup from the search results.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) AdvoLogix Setup Tab
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AdvoLogix Setup: Relationship Maps
Updated onArticleBefore a Relationship Map can be placed on a page layout, a template must first be created. To create the template, you will need to go to the AdvoLogix Setup tab.
🧐 Do you know where to find the AdvoLogix Setup tab? Go to the app launcher (waffle) and search for setup. Select AdvoLogix Setup from the search results.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) AdvoLogix Setup Tab
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AdvoLogix Setup: Participants
Updated onArticleA Participant can be an account, contact, user/staff, or other related to a specific matter. This setup area allows organizations to customize when (and if) participants are automatically created based on lookup fields on the matter. Additional options also allow organizations to customize participants with additional record types within the four base participant types (account, contact, user and other).
🧐 Do you know where to find the AdvoLogix Setup tab? Go to the app launcher (waffle) and search for setup. Select AdvoLogix Setup from the search results.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) AdvoLogix Setup Tab
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AdvoLogix Setup: Focus Matters
Updated onArticleFocus Matters is used to determine a list of matters associated with the current user. In addition to record ownership, focus matters can also be determined by the user's relationship to the matter, via participants.
🧐 Do you know where to find the AdvoLogix Setup tab? Go to the app launcher (waffle) and search for setup. Select AdvoLogix Setup from the search results.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) AdvoLogix Setup Tab
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AdvoLogix Setup: Key Dates
Updated onArticleKey Dates are Matter Date fields designated by your organization as significantly important, at minimum to Calendaring. Key Dates are optionally displayed on the Matter Calendar and the Matter Gantt. This setup area allows organizations to customize their Key Date designations.
🧐 Do you know where to find the AdvoLogix Setup tab? Go to the app launcher (waffle) and search for setup. Select AdvoLogix Setup from the search results.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) AdvoLogix Setup Tab
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AdvoLogix Setup: Files and Content
Updated onArticleThe files and content setup area provides the settings needed to manage CRM Content and the AdvoLogix Files and Content Panel.
🧐 Do you know where to find the AdvoLogix Setup tab? Go to the app launcher (waffle) and search for setup. Select AdvoLogix Setup from the search results.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) AdvoLogix Setup Tab
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AdvoLogix Setup: Conflict Check
Updated onArticleThe conflict check options allow organizations to tailor the sources used for the conflict of interest search.
🧐 Do you know where to find the AdvoLogix Setup tab? Go to the app launcher (waffle) and search for setup. Select AdvoLogix Setup from the search results.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) AdvoLogix Setup Tab
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AdvoLogix Setup: Community Sharing
Updated onArticleBy default, private Matters are only accessible by the Matter owner and those individuals above them in the owner's role hierarchy. AdvoLogix Participant-based Matter community sharing helps simplify the process of sharing Matters based on the participation in a given Matter.
🧐 Do you know where to find the AdvoLogix Setup tab? Go to the app launcher (waffle) and search for setup. Select AdvoLogix Setup from the search results.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) AdvoLogix Setup Tab