AdvologixPM

Configure List Views

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Familiarize yourself with all of the list views available under each tab for the AdvologixPM.

Tab List views

TAB List views

Under each tab:

  1. Review the List Views available
  2. Create a list of what List Views would be beneficial for your firm that does not exist. Do you want a list of Contacts who are judges or opposing counsel? Do you want a list view of billings for your primary client?
  3. Create the list views documented for each tab

See Also: What are Views and how can I have my own custom Views?

For additional Information see Force.com's documentation: 

Calendar List Views

Calendar List Views

Under the Home Page, click the Calendar Shortcut on the side bar or click the group icon  to go to the Calendar page.  Create list views for teams or groups of users that would be useful to display in the multi-user calendar view.

See Also: How do I access the Calendar Page(s)

For additional Information see Force.com's documentation: 

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