Business:Policy: Difference between revisions
No edit summary |
No edit summary |
||
| (3 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
{{DISPLAYTITLE:Policy}} | {{DISPLAYTITLE:Policy}} | ||
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. | 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. | ||
| Line 9: | Line 8: | ||
* '''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''' | |||
** '''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.