Desktop:Operation: Difference between revisions

Latest revision as of 11:36, 12 March 2025

This resource is designed to guide you through the process of using the ContactsLaw Desktop App effectively. Whether you're looking to add new contacts, create a matter, or explore other features, you'll find clear instructions and helpful tips here.

Contacts

Matters

How to Create Matters

Documents

Billing

Reconciliation

How to Reconcile Accounts

Calendar

Workflow

How to Create Processes

Quote

How to Create Quotes

Members

How to Manage Members

Workgroup

How to Manage Workgroups

Accounting

@@ Line 1: / Line 1: @@
-<strong>Welcome to ContactsLaw Desktop App Instructions.</strong>
+{{DISPLAYTITLE:How-To (Desktop App)}}
+This resource is designed to guide you through the process of using the [[ContactsLaw]] [[Desktop App]] effectively. Whether you're looking to add new contacts, create a matter, or explore other features, you'll find clear instructions and helpful tips here.
+[[File:Web-Artwork-ManSittingWithLaptop.png|center|frameless]]
-Welcome to ContactsLaw Desktop App Instructions! This resource is designed to guide you through the process of using the ContactsLaw desktop application effectively. Whether you're looking to add new contacts, create a matter, or explore other features, you'll find clear instructions and helpful tips here.
+== <big>Contacts</big> ==
+* [[How-To:Contact|How to Create Contacts]]
+* [[How-To:Establish Contact Relationships|How to Establish Contact Relationships]]
-== Contacts ==
+== <big>Matters</big> ==
-* [[Contact|What is a Contact?]]
+* [[How-To:Matter|How to Create Matters]]
-* [[How-To:Add Contact|How to Add a New Contact]]
-== Matters ==
+== <big>Documents</big> ==
-* [[Matter|What is a Matter?]]
+* [[How-To:Create Document|How to Create Documents]]
-* [[How-To:Add Matter|How to Add a New Matter]]
+* [[How-To:Upload Document|How to Upload Documents]]
+* [[How-To:Brief|How to Create Briefs]]
+* [[How-To:Document Template|How to Create Document Templates]]
+* [[How-To:PDF Template|How to Create PDF Templates]]
-== Documents ==
+== <big>Billing</big> ==
-* [[Document|What is a Document?]]
+* [[How-To:Invoice|How to Create Invoices]]
-* [[How-To:Create Brief Document|How to Create Brief Document]]
+* [[How-To:Record Time|How to Record Time]]
-* [[How-To:Create Document|How to Create Document]]
+* [[How-To:Aged Debtors|How to View Aged Debtors Report]]
-* [[How-To:Upload Document|How to Upload Document]]
+* [[How-To:Recovery|How to View Recovery Report]]
+* [[How-To:Sales|How to View Sales Report]]
+* [[How-To:Time|How to View Time Report]]
+* [[How-To:External Orders|How to View External Orders]]
+* [[How-To:InfoTrack Integration|How to Order InfoTrack Services]]
+* [[How-To:Timed Activities|How to Configure Timed Activities]]
-== Billing ==
+== <big>Reconciliation</big> ==
-* [[Billing|What is a Billing?]]
+* [[How-To:Reconciliation|How to Reconcile Accounts]]
-* [[How-To:Create Invoice|How to Create an Invoice]]
-* [[How-To:Record Time|How to Record Time]]
+== Calendar ==
-* [[How-To:View Aged Debtors|How to View Aged Debtors]]
-* [[How-To:View External Orders|How to View External Orders]]
+*[[How-To:Task|How to Create Tasks]]
-* [[How-To:View Recovery|How to View Recovery]]
+* [[How-To:To-Do|How to Create To-Do Items]]
-* [[How-To:View Sales|How to View Sales]]
+* [[How-To:Appointment|How to Schedule Appointments]]
-* [[How-To:View Time|How to View Time]]
+== <big>Workflow</big> ==
+* [[How-To:Process|How to Create Processes]]
+== <big>Quote</big> ==
+* [[How-To:Quote|How to Create Quotes]]
+== <big>Members</big> ==
+* [[How-To:Member|How to Manage Members]]
+== <big>Workgroup</big> ==
+* [[How-To:Workgroup|How to Manage Workgroups]]
+== <big>Accounting</big> ==
+* [[How-To:General Receipt|How to Record General Receipts]]
+* [[How-To:Bank Deposit|How to Record Bank Deposits]]
+* [[How-To:Request Payment|How to Request Payments]]
+* [[How-To:Authorise Payment|How to Authorise Payments]]
+* [[How-To:Batch Payment|How to Process Batch Payments]]
+* [[How-To:Trust to Debtors Transfer|How to Transfer Funds from Trust to Debtors]]
+* [[How-To:Creditor Invoice|How to Record Creditor Journals]]
+* [[How-To:Creditor Payment|How to Record Creditor Payments]]
+* [[How-To:Disbursement Payment|How to Create Cash Disbursements]]
+* [[How-To:Disbursement Journal|How to Create Non-Cash Disbursements]]
+* [[How-To:Debtor Receipt|How to Record Debtor Receipts]]
+* [[How-To:Transit Money|How to Record Transit Money]]
-== Activities ==
+[[Category:Desktop]]
-* [[Activity|What is an Activity?]]
-* [[Task|What is a Task]]
-* [[How-To:Start Processes|How to Start a Processes]]
-* [[How-To:Create Tasks|How to Create Tasks]]
-* [[How-To:Create To-Do|How to a Create New To-Do]]
-* [[How-To:Set and Schedule an Appointment|How to Set and Schedule an Appointment]]
-* [[How-To:Create Template|How to Create a New Template]]