AdvologixPM

AdvologixPM Setup: General Setup

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This article will provide an introduction to the general setup sub-menu.

General Setup

AdvologixPM Users - create or edit AdvologixPM Users, the members of your legal team that login and use AdvologixPM

Advologix Courts - view and configure the list of Courts.

Best practice Templates - Configure Advologix Best Practices Templates.

Autocomplete Codes - Autocomplete Codes to be used in Billing Description.

Configure Profile Access - Advologix changes some of the default functionality associated with the standard Tasks and Events. Users must be assigned to a profile that takes advantage of these AdvologixPM features.

Data Tools - Manage AdvologixPM

For detailed directions see:  AdvologixPM Setup: General Setup

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