User contributions for Bradley Smith
3 December 2024
- 15:1215:12, 3 December 2024 diff hist +22 m Communication No edit summary current Tag: Visual edit
- 15:1215:12, 3 December 2024 diff hist +22 m ABR Search No edit summary current Tag: Visual edit
- 15:1115:11, 3 December 2024 diff hist +22 m Address No edit summary current Tag: Visual edit
- 15:1115:11, 3 December 2024 diff hist +23 Asset No edit summary Tag: Visual edit
- 15:0915:09, 3 December 2024 diff hist +13 Offline Data No edit summary current Tag: Visual edit
- 15:0815:08, 3 December 2024 diff hist +13 Creditor No edit summary Tag: Visual edit
- 15:0715:07, 3 December 2024 diff hist +47 Service Status No edit summary current Tag: Visual edit
- 15:0615:06, 3 December 2024 diff hist +153 Release Notes No edit summary Tag: Visual edit
- 15:0315:03, 3 December 2024 diff hist −7 Search →Contacts current Tag: Visual edit
- 15:0215:02, 3 December 2024 diff hist −7 How-To:Workgroup →5. Final Steps current Tag: Visual edit
- 15:0215:02, 3 December 2024 diff hist −7 Contact Summary No edit summary current Tag: Visual edit
- 15:0015:00, 3 December 2024 diff hist +18 How-To:Workgroup No edit summary Tag: Visual edit
- 14:5914:59, 3 December 2024 diff hist −3 How-To:PDF Template No edit summary current Tag: Visual edit
- 14:5614:56, 3 December 2024 diff hist 0 m To-Do Bradley Smith moved page To Do to To-Do current
- 14:5514:55, 3 December 2024 diff hist −5 Archive Matter Changed redirect target from States of a Matter to Matter#States current Tags: Redirect target changed Visual edit
- 14:5514:55, 3 December 2024 diff hist −11 Business No edit summary Tag: Visual edit
- 14:5314:53, 3 December 2024 diff hist −12 How-To:Debtor Receipt No edit summary current Tag: Visual edit
- 14:5314:53, 3 December 2024 diff hist −5 How-To:Debtor Receipt No edit summary Tag: Visual edit
- 14:5114:51, 3 December 2024 diff hist −211 Desktop:Operation No edit summary Tag: Visual edit
- 14:4614:46, 3 December 2024 diff hist +224 Desktop App No edit summary Tag: Visual edit
- 14:4114:41, 3 December 2024 diff hist +6 Template:Quality No edit summary current
- 14:3914:39, 3 December 2024 diff hist −1 Template:Quality/styles.css No edit summary current
- 14:3714:37, 3 December 2024 diff hist +12 Desktop:Error Report No edit summary current Tag: Visual edit
- 14:3614:36, 3 December 2024 diff hist +158 N Template:Quality/styles.css Created page with ".quality { background-color: #eaecf0; border: 1px solid #c8ccd1; padding: 3px; } .quality ::before { content: '⚠️'; margin-right: 3px; }"
- 14:3514:35, 3 December 2024 diff hist +220 N 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>"
- 14:3314:33, 3 December 2024 diff hist +47 Desktop:Error Report No edit summary
- 14:3214:32, 3 December 2024 diff hist 0 m Desktop:Error Report Bradley Smith moved page Error Reporting to Desktop:Error Report: Consistency
- 14:3214:32, 3 December 2024 diff hist +21 Desktop:Error Report No edit summary Tag: Visual edit
- 14:3014:30, 3 December 2024 diff hist +64 Desktop:Operation No edit summary Tag: Visual edit
- 14:3014:30, 3 December 2024 diff hist +69 How-To:InfoTrack Integration No edit summary current
- 14:2914:29, 3 December 2024 diff hist 0 m How-To:InfoTrack Integration Bradley Smith moved page InfoTrack Integration to How-To:InfoTrack Integration without leaving a redirect: Consistency
- 14:2914:29, 3 December 2024 diff hist −3 How-To:External Orders No edit summary current Tag: Visual edit: Switched
- 14:2914:29, 3 December 2024 diff hist 0 m How-To:External Orders Bradley Smith moved page How-To:External Order to How-To:External Orders over redirect: Article is about something else
- 14:2714:27, 3 December 2024 diff hist +21 Offline Data No edit summary Tag: Visual edit
- 14:2614:26, 3 December 2024 diff hist +23 To-Do Redirected page to Task Item Tags: New redirect Visual edit
- 14:2514:25, 3 December 2024 diff hist +21 Automatic Text Formatting No edit summary current Tag: Visual edit
- 13:3913:39, 3 December 2024 diff hist +1,025 N 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:..." current Tag: Visual edit
- 13:2713:27, 3 December 2024 diff hist −9 m How-To:Document Template →9. Final Steps Tag: Visual edit
- 13:2613:26, 3 December 2024 diff hist +926 N 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
- 13:1513:15, 3 December 2024 diff hist +499 N 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
- 13:0613:06, 3 December 2024 diff hist +13 Web App No edit summary current Tag: Visual edit
- 12:5012:50, 3 December 2024 diff hist +381 N 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
- 12:4812:48, 3 December 2024 diff hist +22 Referral Event No edit summary Tag: Visual edit
- 12:4712:47, 3 December 2024 diff hist +449 N 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
- 12:4312:43, 3 December 2024 diff hist −3 Contact →Properties Tag: Visual edit
- 12:4212:42, 3 December 2024 diff hist 0 How-To:PDF Template No edit summary Tag: Visual edit
- 12:4112:41, 3 December 2024 diff hist +21 Reconciliation →Transactions current Tag: Visual edit
- 12:3912:39, 3 December 2024 diff hist +2,285 N 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
- 11:3211:32, 3 December 2024 diff hist −14 m Transaction Group No edit summary current Tag: Visual edit
- 11:3111:31, 3 December 2024 diff hist +943 N 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..." current Tag: Visual edit