Accounts
10 Articles
- Introduction to Accounts
- How do accounts work with contacts and matters?
- How do I view accounts?
- How do I create a new account from the account tab?
- How do I create a new account from the Quick Start tab?
- How do I create a new account from the home page Navigator menu?
- How do I edit an account?
- How do I merge duplicate accounts?
- How do I change the owner of an account?
- What related lists are available for accounts?
Contacts
10 Articles
- What are contacts?
- How do I view contacts?
- How do I create a new contact from the account tab?
- How do I create a new contact from the Quick Start tab?
- How do I create a new contact from the contact tab?
- How do I create a new contact from the home page Navigator menu?
- How do I edit a contact?
- How do I merge duplicate contacts?
- How do I change the owner of a contact?
- What related lists are available for contacts?
Matters
16 Articles
- What are matters?
- How do I view matters?
- How do I create a new matter from the home page Navigator menu?
- How do I create a new matter from the Matters tab?
- How do I create a Matter from the Matter intake link?
- How do I edit a new Matter?
- How do I change the owner of a Matter?
- How can I change the owner of multiple Matters from the list view?
- How do I create a queue to have multiple owners of a Matter?
- What related lists are available for Matters?
Courts
1 Article
Recycle Bin
1 Article