Views

The buttons on the left hand side allow you to access the various home screen views

Matters

Contacts

Calendar

Tasks

Activity Intelligence

Reports

• Matters - to display matters on your home screen (1),  expand the matter types to display selected matter types (2)

• Contacts - to display contacts on your home screen (1), expand the contact types to display selected contacts (2)

• Calendar - to display and manage individual (1) and group calendars (2)

• Tasks - to display to do, completed or waiting for due date tasks (1), expand staff tasks to view individual's or all staff's tasks (2)

• Activity Intelligence - to display productivity

•  Reports - to run, dispaly, print or export various reports, expand reports to access full list (1)

Didn't find what you needed? Need more help? Contact Us for assistance