Business:Policy: Difference between revisions

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* '''Billing'''
* '''Billing'''
** Invoices due after (days)
** '''Invoices due after''' (days)
** Charge interest after (days)
** '''Charge interest after''' (days)
** Interest rate (%)
** '''Interest rate''' (%)
** Unit for billing time (mins)
** '''Unit for billing time''' (mins)
* '''Matters'''
* '''Matters'''
** Client requirements - Whether the clients/liaison of a [[matter]] require a mailing address, email address, telephone number or some combination thereof.
** '''Client requirements''' - Whether the clients/liaison of a [[matter]] require a mailing address, email address, telephone number or some combination thereof. If a liaison is present, the requirements apply to that contact only; otherwise, the requirements apply to all clients of the matter.


[[Category:Businesses]]
[[Category:Businesses]]
{{DEFAULTSORT:Policy}}
{{DEFAULTSORT:Policy}}

Latest revision as of 16:39, 5 August 2024

A policy is a concept in ContactsLaw that applies to a subscription, business or workgroup. Policies govern the behaviour of various functionality and may change over time.

ContactsLaw retains a complete history of all changes, including when they come into effect and when/if they cease to apply. This makes it possible to forward-date anticipated changes, as well as varying how the software behaves according to the date of an entry.

Types

The following policy types are implemented:

  • Billing
    • Invoices due after (days)
    • Charge interest after (days)
    • Interest rate (%)
    • Unit for billing time (mins)
  • Matters
    • Client requirements - Whether the clients/liaison of a matter require a mailing address, email address, telephone number or some combination thereof. If a liaison is present, the requirements apply to that contact only; otherwise, the requirements apply to all clients of the matter.