| WHO'S WHO Utilities (Requires Case Management) |
Export to a Delimited File
|
This utililty allows the user to export selected Who's Who in the Case Records,
and fields to be exported to either a line delimited or quote-comma delimited text file. |
| Import from a Delimited File |
This utililty allows the user to import a catalog of related persons into the Who's Who in the Case database. |
| Multiple Record Deletion |
This utility allows the user to select multiple records of the Who's Who in the Case Database for deletion.
Records can be selected by relationship, Client-Matter, or by both relationship and Client-Matter. |
| Probate Schedules A and B (Requires Time-Billing-Accounting) |
| This report will generate either Schedule A or Schedule B. |
| Calendar |
| This module allows the user to maintain a database of events, appointments, or critical dates
associated with a particular Client-Matter and person. In a Time-Billing-Accounting system, creating a time transaction
can automatically create a Calendar Entry for virtually any future date adjusting for weekends.
Report Generation can be filtered by
person, date range, and client-matter range. |
