All public logs
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).
- 14:56, 3 December 2024 Bradley Smith talk contribs moved page To Do to To-Do
- 14:56, 3 December 2024 Bradley Smith talk contribs deleted page Error Reporting (content was: "#REDIRECT Desktop:Error Report", and the only contributor was "Bradley Smith" (talk))
- 14:56, 3 December 2024 Bradley Smith talk contribs deleted page Communications (content was: "#REDIRECT Communication", and the only contributor was "Katrina Hechanova" (talk))
- 14:55, 3 December 2024 Bradley Smith talk contribs deleted page Addresses (content was: "#REDIRECT Address", and the only contributor was "Katrina Hechanova" (talk))
- 14:55, 3 December 2024 Bradley Smith talk contribs deleted page Accounting:Chart Of Accounts (content was: "#REDIRECT Chart Of Accounts", and the only contributor was "Katrina Hechanova" (talk))
- 14:54, 3 December 2024 Bradley Smith talk contribs deleted page How-To:Transfer Funds from Trust to General (content was: "#REDIRECT How-To:Trust to General Transfer", and the only contributor was "Bradley Smith" (talk))
- 14:54, 3 December 2024 Bradley Smith talk contribs deleted page Tagging (content was: "#REDIRECT How-To: Tagging", and the only contributor was "Katrina Hechanova" (talk))
- 14:53, 3 December 2024 Bradley Smith talk contribs deleted page How-To:Create Receipt (content was: "#REDIRECT How-To: Create a General Receipt", and the only contributor was "Katrina Hechanova" (talk))
- 14:52, 3 December 2024 Bradley Smith talk contribs deleted page How-To: Create a Debtor Receipt (content was: "#REDIRECT How-To:Create Debtor Receipt", and the only contributor was "Bradley Smith" (talk))
- 14:52, 3 December 2024 Bradley Smith talk contribs deleted page How-To: Create Creditor Invoice Journal (content was: "#REDIRECT How-To:Create Creditor Invoice Journal", and the only contributor was "Bradley Smith" (talk))
- 14:52, 3 December 2024 Bradley Smith talk contribs deleted page How-To:Create Brief Document (content was: "#REDIRECT How-To:Create Brief", and the only contributor was "Bradley Smith" (talk))
- 14:36, 3 December 2024 Bradley Smith talk contribs created page Template:Quality/styles.css (Created page with ".quality { background-color: #eaecf0; border: 1px solid #c8ccd1; padding: 3px; } .quality ::before { content: '⚠️'; margin-right: 3px; }")
- 14:35, 3 December 2024 Bradley Smith talk contribs created page Template:Quality (Created page with "<templatestyles src="Quality/styles.css" /><div role="note" class="quality {{{extraclasses|}}}">The information in this section does not meet our standards and may be of poor quality. It is still under development.</div>")
- 14:32, 3 December 2024 Bradley Smith talk contribs moved page Error Reporting to Desktop:Error Report (Consistency)
- 14:29, 3 December 2024 Bradley Smith talk contribs moved page InfoTrack Integration to How-To:InfoTrack Integration without leaving a redirect (Consistency)
- 14:29, 3 December 2024 Bradley Smith talk contribs deleted redirect How-To:External Orders by overwriting (Deleted to make way for move from "How-To:External Order")
- 14:29, 3 December 2024 Bradley Smith talk contribs moved page How-To:External Order to How-To:External Orders over redirect (Article is about something else)
- 13:39, 3 December 2024 Bradley Smith talk contribs created page External Order (Created page with "ContactsLaw provides functionality for ordering '''external services''', such as company/land title searches, VOI and others. Generally, external orders: * Are recorded on a particular matter * May have an associated disbursement * May result in a document being uploaded upon fulfilment They may have additional properties that depend on the service provider. == Service Providers == {{Prealpha}} Currently, the only supported service provider is [https:...") Tag: Visual edit
- 13:28, 3 December 2024 Bradley Smith talk contribs undeleted page Template:Documentation (1 revision) (Possibly deleted by mistake)
- 13:26, 3 December 2024 Bradley Smith talk contribs created page Desktop:Plugin (Created page with "{{DISPLAYTITLE:Plug-in}}{{Prealpha}} The functionality of the Desktop App can be extended using '''plug-ins'''. These typically provide support for additional document formats and telephone systems. == List of Official Plug-ins == * '''Adobe Acrobat Integration''' - Allows editing PDFs via the DMS App without requiring local checkout. * '''InfoTrack Integration''' - Provides an interface for ordering External Order|external services...") Tag: Visual edit
- 13:15, 3 December 2024 Bradley Smith talk contribs created page Guest Access (Created page with "{{Prealpha}} ContactsLaw allows client contacts to be granted '''guest access''', which provides limited access to their matters. Access is currently only possible via the Web App. Guest users require a CPMS ID. Within a particular subscription, all guest users hold the same role and therefore are subject to the same permissions; however, this only applies to matters for which they...") Tag: Visual edit
- 12:50, 3 December 2024 Bradley Smith talk contribs created page Referral Source (Created page with "In ContactsLaw, a '''referral source''' represents an advertising medium, marketing campaign or other means by which a contact may be referred to a business. Referral sources have a descriptive name and may either apply indefinitely, or be ''effective'' during a particular period only. They are used to track referral events. Category:Contacts") Tag: Visual edit
- 12:47, 3 December 2024 Bradley Smith talk contribs created page Referral Event (Created page with "ContactsLaw tracks '''referrals''' by recording individual '''events''' that may occur over time. A contact may be referred to one or more businesses on multiple occasions in differing circumstances. == Properties == A referral event has the following properties: * '''Date''' when the contact was referred * Referral source (medium, campaign, etc) * Optional referring contact (for reporting purposes)") Tag: Visual edit
- 12:39, 3 December 2024 Bradley Smith talk contribs created page Reconciliation (Created page with "'''Reconciliations''' are a means of verifying whether the transactions posted to a particular account (most often a bank account) match the items on an official statement. In the case of trust bank accounts, Legal Profession Regulations in many jurisdictions require reconciliations to be performed frequently and in a timely manner. == Properties == Reconciliations have the following properties: * '''Account''' (can be any type/purpose, but ''m...") Tag: Visual edit
- 11:31, 3 December 2024 Bradley Smith talk contribs created page Quote Template (Created page with "'''Quote templates''' are created in workgroups to streamline the process of adding quotes to matters. == Properties == Quote templates have the following properties: * '''Description''' * '''Scale''' (set on the quote) * Whether to automatically apply the template to new matters == Quote Template Items == Quote templates can include all of the same items as quotes; however they cannot specify the amount charged for P...") Tag: Visual edit
- 11:21, 3 December 2024 Bradley Smith talk contribs created page Quote (Created page with "'''Quotes''' can be created on matters and issued to clients in advance of services rendered. Multiple quotes can be associated with a particular matter, but only one can be marked as "active". The active quote is used to populate the next invoice. Quotes can be created from templates, which are associated with the workgroup. Users with sufficient permissions can also convert an existing quote into a template for fut...") Tag: Visual edit
- 10:50, 3 December 2024 Bradley Smith talk contribs created page Disbursement (Created page with "A '''disbursement''' may refer to either: * A transaction with one of the following types: ** Cash Disbursement Payment (DSP) ** Non-Cash Disbursement Journal (DSJ) * An item on a quote which anticipates the above * An item on an invoice which is derived from a disbursement transaction Category:Billing") Tag: Visual edit
- 10:46, 3 December 2024 Bradley Smith talk contribs created page Disbursement Type (Created page with "In ContactsLaw, a '''disbursement type''' represents a cash or non-cash disbursement that is frequently incurred by the business. Disbursement types serve two main purposes: * Allowing the disbursement to be included in quotes * Pre-filling details when the disbursement transaction is recorded In some cases, the system can use disbursement types to record transactions automatically, for example when processing External Order|external orders...") Tag: Visual edit
- 10:05, 3 December 2024 Bradley Smith talk contribs created page Document:Destruction (Redirected page to Document) Tags: New redirect Visual edit
- 10:03, 3 December 2024 Bradley Smith talk contribs created page Tag (Created page with "ContactsLaw supports arbitrary '''tagging''' of many types of items (e.g. contacts, matters, documents, etc). Tags allow these items to be grouped/categorised for any purpose. Multiple tags can be applied to an item. == Recommendations == * Tags should be short and concise * Use all lowercase where possible * Prefer the singular form of a word == Usage == When adding tags, the most frequently-used tags will appear as suggestions...") Tag: Visual edit
- 09:51, 3 December 2024 Bradley Smith talk contribs created page Contact:Relationship (Redirected page to Contact) Tags: New redirect Visual edit
- 09:50, 3 December 2024 Bradley Smith talk contribs created page Individual (Redirected page to Contact) Tags: New redirect Visual edit
- 09:48, 3 December 2024 Bradley Smith talk contribs created page Notes (Created page with "Many of the items in ContactsLaw (e.g. contacts, matters, documents, etc) have provision for '''notes''', which use Markdown formatting. There is no restriction on what can be placed in the notes section, however sensitive information (such as passwords, confidential details, etc) is discouraged. When permissions are assigned liberally, many users may have access to the notes. They are not encrypted.") Tag: Visual edit
- 09:40, 3 December 2024 Bradley Smith talk contribs created page Party (Redirected page to Matter) Tags: New redirect Visual edit
- 09:34, 3 December 2024 Bradley Smith talk contribs created page Invoice Allocation (Created page with "Category:Billing When an invoice is paid by means of a debtor receipt or trust-to-debtors transfer transaction, funds must be '''allocated''' in order to determine: * Which invoice(s) have been paid; and * How much sales tax (GST) is the business liable for This is particularly important when partial payments are made, or when interest has been charged on the matter. ContactsLaw allocates funds automatically by default, however this can be adju...") Tag: Visual edit
- 09:17, 3 December 2024 Bradley Smith talk contribs created page Entity (Redirected page to Contact) Tags: New redirect Visual edit
- 23:29, 2 December 2024 Bradley Smith talk contribs moved page How-To:Start Processes to How-To:Process (Consistency)
- 23:27, 2 December 2024 Bradley Smith talk contribs moved page How-To:Record Bank Deposit to How-To:Bank Deposit (Consistency)
- 23:27, 2 December 2024 Bradley Smith talk contribs moved page How-To:Process Batch Payments to How-To:Batch Payment (Consistency)
- 23:26, 2 December 2024 Bradley Smith talk contribs deleted page How-To:Manage Workgroups (No content)
- 23:25, 2 December 2024 Bradley Smith talk contribs moved page How-To:External Orders to How-To:External Order (Consistency)
- 23:24, 2 December 2024 Bradley Smith talk contribs moved page How-To:Create To-Do to How-To:To-Do (Consistency)
- 23:23, 2 December 2024 Bradley Smith talk contribs moved page How-To:Create Template to How-To:Document Template (Consistency)
- 23:22, 2 December 2024 Bradley Smith talk contribs moved page How-To:Create Tasks to How-To:Task (Consistency)
- 23:22, 2 December 2024 Bradley Smith talk contribs moved page How-To:Create Reconciliation to How-To:Reconciliation (Consistency)
- 23:21, 2 December 2024 Bradley Smith talk contribs moved page How-To:Create Quote to How-To:Quote (Consistency)
- 23:21, 2 December 2024 Bradley Smith talk contribs moved page How-To:Create PDF Template to How-To:PDF Template (Consistency)
- 23:20, 2 December 2024 Bradley Smith talk contribs moved page How-To:Create Non-Cash Disbursement Journal to How-To:Disbursement Journal (Consistency)
- 23:20, 2 December 2024 Bradley Smith talk contribs moved page How-To:Create Matter to How-To:Matter (Consistency)
- 23:19, 2 December 2024 Bradley Smith talk contribs moved page How-To:Create Invoice to How-To:Invoice (Consistency)