AdvologixPM

What is the 'Lite' mode and how do I switch to advanced?

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AdvologixPM (Lite) mode is for those users that are either New to AdvologixPM or users that wish to see a limited number of more relevant tabs to work with.  

Available 'AdvologixPM (Lite)' Tabs

  • Home
  • Quick Start
  • Accounts
  • Contacts
  • Matters
  • Activities
  • Billings
  • Invoices
  • AdvologixPM Setup

You can change from Lite Mode to Advanced mode by clicking on AdvologixPM (Lite) in the upper right corner of the screen and then choose AdvologixPM

Available 'AdvologixPM' Tabs

  • Home
  • Matters
  • Contacts
  • Activities
  • Billings
  • StopLoss
  • Invoices
  • Payments
  • Reports
  • Dashboards
  • Accounts
  • AdvologixPM Setup
  • Quick Start
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