User contributions for Bradley Smith
5 December 2023
- 13:1713:17, 5 December 2023 diff hist +728 Expression No edit summary Tag: Visual edit
- 13:1013:10, 5 December 2023 diff hist +4 Expression No edit summary
- 13:0713:07, 5 December 2023 diff hist +9 Expression No edit summary Tag: Visual edit
- 13:0513:05, 5 December 2023 diff hist +1,647 Expression No edit summary Tag: Visual edit
- 12:5712:57, 5 December 2023 diff hist +2,135 Expression No edit summary Tag: Visual edit
6 November 2023
- 13:0713:07, 6 November 2023 diff hist +1,044 Document Type No edit summary Tag: Visual edit
- 12:5012:50, 6 November 2023 diff hist −1 Document Type No edit summary
- 12:4912:49, 6 November 2023 diff hist +1,311 N Document Type Created page with "{{DISPLAYTITLE:Document Type}} '''Document types''' serve as a method of categorising documents in ContactsLaw. A type can be assigned during upload or at any time until the document is destroyed. Types also influence the behaviour of the document during cataloguing, determining: * The '''description''' of the document (dynamically generated) * '''Folder''' in which th..." Tag: Visual edit
3 November 2023
- 09:4309:43, 3 November 2023 diff hist +324 Permission No edit summary Tag: Visual edit
20 October 2023
- 17:0217:02, 20 October 2023 diff hist 0 m Time Record Bradley Smith moved page Time record to Time Record
- 17:0217:02, 20 October 2023 diff hist +23 Time Record No edit summary
- 17:0117:01, 20 October 2023 diff hist +45 Product No edit summary
- 17:0117:01, 20 October 2023 diff hist +23 Invoice No edit summary
- 17:0017:00, 20 October 2023 diff hist +45 Member No edit summary
- 17:0017:00, 20 October 2023 diff hist +23 Document No edit summary
- 17:0017:00, 20 October 2023 diff hist +23 Matter No edit summary
- 17:0017:00, 20 October 2023 diff hist +23 Contact No edit summary
- 16:5816:58, 20 October 2023 diff hist +42 Desktop:Installation No edit summary Tag: Visual edit
- 16:5816:58, 20 October 2023 diff hist +31 CPMS ID:Account No edit summary Tag: Visual edit
- 16:5316:53, 20 October 2023 diff hist +36 Calendar:Resource No edit summary Tag: Visual edit
- 16:5316:53, 20 October 2023 diff hist −27 Calendar:Resource No edit summary Tag: Manual revert
- 16:5216:52, 20 October 2023 diff hist +27 Calendar:Resource No edit summary Tag: Visual edit
- 16:5216:52, 20 October 2023 diff hist +22 Calendar:Resource No edit summary Tag: Visual edit
- 16:2516:25, 20 October 2023 diff hist +69 N Category:Matters Created page with "The pages in this category relate specifically to matters." current Tag: Visual edit
- 16:2516:25, 20 October 2023 diff hist +71 N Category:Contacts Created page with "The pages in this category relate specifically to contacts." current Tag: Visual edit
- 16:2416:24, 20 October 2023 diff hist +95 N Category:Billing Created page with "The pages in this category relate specifically to the billing functionality in ContactsLaw." current Tag: Visual edit
- 16:2416:24, 20 October 2023 diff hist +59 Calendar:Resource →Maximum Capacity Tag: Visual edit
- 16:2316:23, 20 October 2023 diff hist +18 Calendar:Resource No edit summary Tag: Visual edit
- 16:2316:23, 20 October 2023 diff hist −13 Calendar:Resource No edit summary Tag: Visual edit
- 16:2216:22, 20 October 2023 diff hist +880 N Calendar:Resource Created page with "'''Calendar resources''' are defined at the subscription level, allowing appointments and reservations to be scheduled with optional collision checking. There are two types of resources: * '''Venue''' - Representing a location for an appointment, whether physical (e.g. boardroom, office) or virtual (e.g. video conference). * '''Other''' - Representing an asset that can be reserved by one or more members, such as a parking space or shared computer. == Pr..." Tag: Visual edit
- 16:1316:13, 20 October 2023 diff hist +46 Calendar Item No edit summary Tag: Visual edit
- 16:0616:06, 20 October 2023 diff hist +82 N Category:Calendar Created page with "The pages in this category relate specifically to the calendar in ContactsLaw." current Tag: Visual edit
- 16:0616:06, 20 October 2023 diff hist +98 N Category:Accounting Created page with "The pages in this category relate specifically to the accounting functionality in ContactsLaw." current Tag: Visual edit
17 October 2023
- 11:2911:29, 17 October 2023 diff hist +1,426 Calendar Item No edit summary Tag: Visual edit
- 11:0011:00, 17 October 2023 diff hist +247 N Calendar Item Created page with "ContactsLaw supports several different types of '''items''' (or '''events''') that may appear on a '''calendar''': * '''Appointments''' (with instructions), * '''Availability''' entries; or * Resource '''reservations''' Category:Calendar" Tag: Visual edit
- 10:5610:56, 17 October 2023 diff hist +1,521 Task Item No edit summary Tag: Visual edit
- 10:3210:32, 17 October 2023 diff hist +34 N Task Item Created page with "A task item Category:Calendar"
- 10:3110:31, 17 October 2023 diff hist +22 Invoice No edit summary
- 10:3110:31, 17 October 2023 diff hist +22 Time Record No edit summary
- 10:3110:31, 17 October 2023 diff hist +22 Scale No edit summary
- 10:0910:09, 17 October 2023 diff hist +81 Time Record No edit summary Tag: Visual edit
- 10:0410:04, 17 October 2023 diff hist +1,327 N Time Record Created page with "A '''time record''' represents a discrete unit of work performed by one or more members. === Properties === Time records have the following properties: * '''Date''' and time when the work commenced * Short '''description''' that appears on itemised invoices * '''Matter''' on which the work was performed (this can be left blank, but the time is not billable until completed) * '''Notes''' (in Markdown format) * '''Product''' used to cat..." Tag: Visual edit
- 09:2809:28, 17 October 2023 diff hist +634 N Scale Created page with "A billing '''scale''' defines a set of rates for members and fee earner types. These rates give value to time records. Different rates may apply during different periods; the "rates as at" date on matters determines which period to use. When a scale is no longer needed (and no new rates are defined), it can be marked as disabled. This will prevent new quote templates, quotes and In..." Tag: Visual edit
6 October 2023
- 12:2512:25, 6 October 2023 diff hist +13 Product →Charge Basis
- 12:2512:25, 6 October 2023 diff hist +703 Product No edit summary Tag: Visual edit
- 12:1512:15, 6 October 2023 diff hist +1,150 N Product Created page with "A '''product''' is the term given to a legal service or key deliverable (e.g. Affidavit) for the purposes of billing. It can be thought of as a way of grouping charges under a particular heading. === Product Definitions === Products are defined within a particular workgroup. The product definition includes its '''description''', '''notes''' and '''charge policy.''' A product may define multiple charge policies (for different scales). A history of rates an..." Tag: Visual edit
- 11:5911:59, 6 October 2023 diff hist +2,437 Invoice No edit summary Tag: Visual edit
- 11:1911:19, 6 October 2023 diff hist +131 N Invoice Created page with "'''Invoices''' are at the core of ContactsLaw's billing features. You create an invoice whenever you need to bill a matter." Tag: Visual edit
- 11:1611:16, 6 October 2023 diff hist +640 N Security:Role Created page with "A '''role''' (with respect to security) is a subscription-specific label that can be assigned to members in order to grant permissions. === Built-In Roles === Some roles are defined by the system and carry a special meaning: * '''User''' - The default role for all new members. It is intended to grant a set of common permissions. * '''Administrator''' - A special role that implicitly grants all possible permissions. It should not be use..." Tag: Visual edit
- 11:0611:06, 6 October 2023 diff hist +41 Member →Provisioning Tag: Visual edit