Whenever we add new clients, we always add the contact record first, during their consult. Is there a way to assign the “Client” Contact Category to a contact record every time a client is added? Read More...
We have a new employee starting and we need to add her to hundreds of existing Calendar entries. Is there an easy way to accomplish this so that I don’t have to open each calendar record and edit them individually? Read More...
I want to have an alarm displayed the day before a trial to remind me to dress appropriately, and then a second alarm an hour before I need to be in trial to remind me to leave. However, I don’t want to create a second calendar record to accomplish this. Is there any way to set up two alarms for each calendar record that has a Calendar Code of Trial? Read More...
Each month I need to run multiple reports and upload them to a website. Is there any way I can reduce the number of keystrokes required to do this? Read More...
When I’m creating WorkFlows, I’ve noticed the Prompt Before Running and Automatically save and close check boxes. When should I use these options? Read More...
When I change the Client Name field, I can no longer pull them up by typing their name into any Client lookup fields. Why is this, and how can I fix it? Read More...
