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Combined display of all available logs of ContactsLaw Documentation. You can narrow down the view by selecting a log type, the username (case-sensitive), or the affected page (also case-sensitive).

12:46, 31 May 2024 Bradley Smith talk contribs deleted page Disbursements balance (Not relevant)
12:45, 31 May 2024 Bradley Smith talk contribs deleted page Debtor receipts allow me to record overpayments, but trust transfers do not. Why? (Not relevant)
12:45, 31 May 2024 Bradley Smith talk contribs deleted page Creditor payments by direct debit (Not relevant)
12:45, 31 May 2024 Bradley Smith talk contribs deleted page Cash vs accruals (Not relevant)
12:44, 31 May 2024 Bradley Smith talk contribs deleted page Cancel disbursement cheque (Not relevant)
12:44, 31 May 2024 Bradley Smith talk contribs deleted page Aged debtors total (Not relevant)
12:44, 31 May 2024 Bradley Smith talk contribs deleted page Transaction stuck in pending state (Not relevant)
12:44, 31 May 2024 Bradley Smith talk contribs deleted page Tips and Tricks (Not relevant)
12:43, 31 May 2024 Bradley Smith talk contribs deleted page FAQS (Not relevant)
12:43, 31 May 2024 Bradley Smith talk contribs deleted page Best Practices (Not relevant)
12:42, 31 May 2024 Bradley Smith talk contribs deleted page Known Issues (Not relevant)
15:30, 6 May 2024 User account Zennia Mirasol talk contribs was created by Bradley Smith talk contribs and password was sent by email (Add staff)
15:29, 6 May 2024 User account Katrina Hechanova talk contribs was created by Bradley Smith talk contribs and password was sent by email (Add staff)
15:29, 6 May 2024 User account April Manrique talk contribs was created by Bradley Smith talk contribs and password was sent by email (Add staff)
13:21, 3 May 2024 Bradley Smith talk contribs created page Custom Field (Created page with "ContactsLaw allows you to define")
12:40, 3 May 2024 Bradley Smith talk contribs created page Asset (Created page with "'''Assets''' are the mechanism through which expressions refer to resources within ContactsLaw. Each asset has a name (which distinguishes it from other assets) and a type (which determines the data that can be accessed through it). Assets are also hierarchical, e.g. an address asset belongs to a particular contact asset. This avoids the need to separately specify how to obtain the address. Relationships between assets may be mandatory (e.g. betwe...") Tag: Visual edit
11:04, 1 May 2024 Bradley Smith talk contribs protected ContactsLaw Documentation:Style Guide [Edit=Allow only administrators] (indefinite) [Move=Allow only administrators] (indefinite) (hist)
08:57, 24 April 2024 Bradley Smith talk contribs created page ContactsLaw Documentation:Style Guide (Created page with "TBA")
16:41, 23 April 2024 Bradley Smith talk contribs created page Transaction Group (Created page with "In most cases, transactions in ContactsLaw directly correlate with those listed on a bank statement or other listing that forms the basis for a reconciliation. However, there are occasions when such statements show an aggregated figure that comprises several transactions that were recorded individually. For example: * Banks generally do not itemise cheques and cash when deposited at a branch; however you will record separate transa...") Tag: Visual edit
16:52, 16 April 2024 Bradley Smith talk contribs created page Client (Created page with "A contact becomes a '''client''' the first time you create a matter and list them as such. Clients may be subject to additional requirements than ordinary contacts, such as certain contact information. ContactsLaw treats clients slightly differently depending on whether they are nominated as the '''primary client''' for one or more matters. == Client Numbers == Clients are assigned a unique '''client''' '''number''' (per-business) which is used to bui...") Tag: Visual edit
12:21, 15 April 2024 Bradley Smith talk contribs created page Catalogue Document (Created page with "Documents uploaded to ContactsLaw can be further described through the process of '''cataloguing'''. Once a document type has been selected, its semantics are applied to the document. If the parties, fields or description cannot be inferred from the content of the document, these details must be added interactively. Category:Documents") Tag: Visual edit
12:16, 15 April 2024 Bradley Smith talk contribs created page Create Document (Created page with "New documents can be created in ContactsLaw using templates. Category:Documents") Tag: Visual edit
12:15, 15 April 2024 Bradley Smith talk contribs created page Upload Document (Created page with "Documents from external sources can be '''uploaded''' to ContactsLaw. Category:Documents") Tag: Visual edit
13:15, 9 April 2024 Bradley Smith talk contribs created page Report (Created page with "ContactsLaw provides access to '''reports''', which can be generated on-demand or according to a schedule. Reports may be built-in (available to all subscribers) or implemented via plug-ins or extensions. You can view reports within the Desktop and Web applications, or generate a document for printing, sharing and viewing offline. Most reports can also be exported in Microsoft Excel (.xlsx) or Comma-Sep...") Tag: Visual edit
16:58, 8 April 2024 Bradley Smith talk contribs created page Workgroup (Created page with "A '''workgroup''' determines the behaviour and semantics of matters in ContactsLaw. Workgroups are used to categorise matters based on their area of law (e.g. Litigation), or a specific service offered by a business (e.g. Demand Letters). They are hierarchical, allowing child workgroups to inherit semantics from their parent workgroup, while also defining their own characteristics. A workgroup is required to create a matter; therefore, every subsc...") Tag: Visual edit
16:19, 19 March 2024 Bradley Smith talk contribs created page Category:How-To (Created page with "This category is for "how-to" articles.")
11:40, 18 March 2024 Bradley Smith talk contribs created page Category:Daemon (Created page with "The pages in this category relate specifically to the Daemon.") Tag: Visual edit
11:39, 18 March 2024 Bradley Smith talk contribs moved page Daemon job to Daemon:Job
11:37, 18 March 2024 Bradley Smith talk contribs created page Daemon job (Created page with "'''Daemon jobs''' describe work that is carried out by the daemon. There are many different types of jobs, targeting specific subscriptions or the system as a whole. They have the following properties: * A member who owns the job * Whether to notify the owner if the job succeeds or fails * Recurrence details, if the job repeats * Additional properties specific to each type of job == Schedules == Each job has one or more '''schedules''', which...") Tag: Visual edit
11:26, 18 March 2024 Bradley Smith talk contribs created page Daemon (Created page with "The '''daemon''' is a component of ContactsLaw. It is responsible for performing scheduled jobs. Any work ''not'' directly resulting from a request by a user is carried out by the daemon. This includes running processes, performing automated work and system maintenance.") Tag: Visual edit
17:35, 15 March 2024 Bradley Smith talk contribs created page Category:Workflow (Created page with "The pages in this category relate specifically to the workflow functionality in ContactsLaw.") Tag: Visual edit
17:35, 15 March 2024 Bradley Smith talk contribs created page Workflow:Process (Created page with "{{DISPLAYTITLE:Process}} ContactsLaw allows the creation of custom '''processes''' to automate business processes. Category:Workflow") Tag: Visual edit
16:14, 11 March 2024 Bradley Smith talk contribs created page Template:Desktop only (Created page with "<templatestyles src="Prealpha/styles.css" /><div role="note" class="desktop-only {{{extraclasses|}}}">The information in this section relates to the ContactsLaw Desktop App only.</div>")
11:18, 17 January 2024 Bradley Smith talk contribs created page Template:Format revisiontimestamp (Created page with "<includeonly>{{#invoke:string|sub|{{{1}}}|1|4}}-{{#invoke:string|sub|{{{1}}}|5|6}}-{{#invoke:string|sub|{{{1}}}|7|8}} {{#invoke:string|sub|{{{1}}}|9|10}}:{{#invoke:string|sub|{{{1}}}|11|12}}:{{#invoke:string|sub|{{{1}}}|13|14}}</includeonly><noinclude>  {{Documentation}} zh:Template:Format_revisiontimestamp </noinclude>")
10:59, 17 January 2024 Bradley Smith talk contribs created page Service Status (Created page with "") Tag: Visual edit
12:00, 15 December 2023 Bradley Smith talk contribs created page Microsoft 365 integration (Created page with "ContactsLaw offers several features that integrate with Microsoft 365 (formerly Office 365). These include: * Importing emails from members' mailboxes * 2-way calendar/task synchronisation * Drafting emails using Outlook * Sharing documents with external parties using OneDrive * Add-ins for Outlook and Word == Requirements == In order to use the Microsoft 365 integration features, you will need the following:...") Tag: Visual edit
12:49, 6 November 2023 Bradley Smith talk contribs created page 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
17:02, 20 October 2023 Bradley Smith talk contribs moved page Time record to Time Record
16:25, 20 October 2023 Bradley Smith talk contribs created page Category:Matters (Created page with "The pages in this category relate specifically to matters.") Tag: Visual edit
16:25, 20 October 2023 Bradley Smith talk contribs created page Category:Contacts (Created page with "The pages in this category relate specifically to contacts.") Tag: Visual edit
16:24, 20 October 2023 Bradley Smith talk contribs created page Category:Billing (Created page with "The pages in this category relate specifically to the billing functionality in ContactsLaw.") Tag: Visual edit
16:22, 20 October 2023 Bradley Smith talk contribs created page 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
16:06, 20 October 2023 Bradley Smith talk contribs created page Category:Calendar (Created page with "The pages in this category relate specifically to the calendar in ContactsLaw.") Tag: Visual edit
16:06, 20 October 2023 Bradley Smith talk contribs created page Category:Accounting (Created page with "The pages in this category relate specifically to the accounting functionality in ContactsLaw.") Tag: Visual edit
11:00, 17 October 2023 Bradley Smith talk contribs created page 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
10:32, 17 October 2023 Bradley Smith talk contribs created page Task item (Created page with "A task item Category:Calendar")
10:04, 17 October 2023 Bradley Smith talk contribs created page 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
09:28, 17 October 2023 Bradley Smith talk contribs created page 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
12:15, 6 October 2023 Bradley Smith talk contribs created page 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
11:19, 6 October 2023 Bradley Smith talk contribs created page 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