User contributions for Bradley Smith
1 April 2025
- 15:1215:12, 1 April 2025 diff hist +906 Asset No edit summary current Tag: Visual edit
28 March 2025
- 16:1816:18, 28 March 2025 diff hist −1 Contact:Financial Entry No edit summary current
- 16:1816:18, 28 March 2025 diff hist +1,744 N Contact:Financial Entry Created page with "{{DISPLAYTITLE:Contact Financial Entry}} '''Financial entries''' can be added to contacts, such as bank account details and payment preferences. These allow transactions to be pre-filled and may influence other behaviour such as reminders. == Types == The following types of entries relate to a specific business (only one entry is allowed in each business): * '''Payment preferences''' - Records the contact's preferred payment method and..." Tag: Visual edit
- 15:5915:59, 28 March 2025 diff hist +28 Contact No edit summary current Tag: Visual edit
- 13:0813:08, 28 March 2025 diff hist +133 Workflow:Process No edit summary current Tag: Visual edit
27 March 2025
- 15:2315:23, 27 March 2025 diff hist +2,811 Configuration:Initial →Workgroups current Tag: Visual edit
- 13:1113:11, 27 March 2025 diff hist +82 Configuration:Initial No edit summary Tag: Visual edit
- 13:0113:01, 27 March 2025 diff hist −1 Configuration:Initial No edit summary
- 13:0113:01, 27 March 2025 diff hist +1,919 Configuration:Initial No edit summary Tag: Visual edit
- 12:1412:14, 27 March 2025 diff hist +70 Brief →Creating a Bundle current Tag: Visual edit
- 12:1312:13, 27 March 2025 diff hist +50 Document →Transformations current Tag: Visual edit
14 March 2025
- 14:2914:29, 14 March 2025 diff hist +1,394 Brief No edit summary Tag: Visual edit
12 March 2025
- 11:4911:49, 12 March 2025 diff hist +909 Calendar Item No edit summary current Tag: Visual edit
- 11:4611:46, 12 March 2025 diff hist +882 Task Item No edit summary current Tag: Visual edit
- 11:4611:46, 12 March 2025 diff hist +276 How-To:Appointment No edit summary current Tag: Visual edit
- 11:4311:43, 12 March 2025 diff hist +97 How-To:To-Do No edit summary current Tag: Visual edit
- 11:4111:41, 12 March 2025 diff hist −1 How-To:Task No edit summary current
- 11:4111:41, 12 March 2025 diff hist +104 How-To:Task No edit summary Tag: Visual edit
- 11:3611:36, 12 March 2025 diff hist +14 Desktop:Operation No edit summary current Tag: Visual edit
7 March 2025
- 17:1617:16, 7 March 2025 diff hist +50 Brief →Bottom-Up Tag: Visual edit
- 17:1417:14, 7 March 2025 diff hist +614 Brief No edit summary Tag: Visual edit
- 11:1711:17, 7 March 2025 diff hist +43 Main Page No edit summary current Tag: Visual edit
- 11:1611:16, 7 March 2025 diff hist +59 Desktop App No edit summary current Tag: Visual edit
- 11:1311:13, 7 March 2025 diff hist −1 Desktop:Navigation Pane No edit summary current
- 11:1311:13, 7 March 2025 diff hist +1,010 N Desktop:Navigation Pane Created page with "{{DISPLAYTITLE:Navigation Pane (Desktop App)}} The '''navigation pane''' provides access to the various views available within a particular tab in the Desktop App. It is presented as a tree, with related views grouped/collapsed under a common heading (e.g. billing). Some views (e.g. documents) allow further navigation, such as to specific folders or alternative presentation modes...." Tag: Visual edit
- 11:0111:01, 7 March 2025 diff hist −1 Desktop:Backstage No edit summary current
- 11:0111:01, 7 March 2025 diff hist +2,022 N Desktop:Backstage Created page with "{{DISPLAYTITLE:Backstage (Desktop App)}} The '''backstage''' area is a feature of the ribbon interface used by the Desktop App. It can be opened via the ''File'' button and provides access to various functions relating to the operation of the Desktop App itself (as opposed to ContactsLaw more generally). == Common Functions == === Recent === Shows a list of recent contacts, matters and documents. These may be sourced from di..." Tag: Visual edit
- 10:4110:41, 7 March 2025 diff hist −1 Desktop:Startup No edit summary current
- 10:4110:41, 7 March 2025 diff hist +1,418 N Desktop:Startup Created page with "{{DISPLAYTITLE:Startup (Desktop App)}} During '''startup''', the Desktop App performs a number of operations before eventually showing its main window. These include: * Checking for '''updates''' (from the [https://apps.microsoft.com/ Microsoft Store]) * Installing/updating '''plug-ins''' * '''Authenticating''' with CPMS ID * Directing the user to select a '''business''' == Multiple Instances == If the D..." Tag: Visual edit
- 10:1110:11, 7 March 2025 diff hist −1 Desktop:Main Window No edit summary current
- 10:1010:10, 7 March 2025 diff hist +822 N Desktop:Main Window Created page with "{{DISPLAYTITLE:Main Window (Desktop App)}} The '''main window''' displays tabs for various resources and provides access to all functionality in the Desktop App. It is associated with a particular business, which you select either during startup or via the ''New Window'' command. You can open multiple windows for different businesses. When following certain links or navigating to items belonging to a different business, Con..." Tag: Visual edit
- 09:5909:59, 7 March 2025 diff hist −2 Desktop:Tab →Subscription current Tag: Visual edit
- 09:5309:53, 7 March 2025 diff hist +658 Desktop:Tab No edit summary Tag: Visual edit
5 March 2025
- 16:2816:28, 5 March 2025 diff hist +76 DMS App No edit summary current Tag: Visual edit
- 15:5515:55, 5 March 2025 diff hist +22 CPMS ID No edit summary current Tag: Visual edit
- 15:4315:43, 5 March 2025 diff hist +2 ContactsLaw No edit summary current Tag: Visual edit
- 15:4215:42, 5 March 2025 diff hist +15 ContactsLaw No edit summary Tag: Visual edit
- 15:4115:41, 5 March 2025 diff hist −108 ContactsLaw No edit summary Tag: Visual edit
- 15:2015:20, 5 March 2025 diff hist +21 ContactsLaw No edit summary
- 15:1915:19, 5 March 2025 diff hist +69 ContactsLaw No edit summary
4 March 2025
- 16:4616:46, 4 March 2025 diff hist +960 Brief No edit summary Tag: Visual edit
- 16:2516:25, 4 March 2025 diff hist +158 CL-APP Protocol No edit summary current Tag: Visual edit
- 16:1116:11, 4 March 2025 diff hist −4 CL-APP Protocol No edit summary Tag: Visual edit
- 16:0616:06, 4 March 2025 diff hist +166 CL-APP Protocol No edit summary Tag: Visual edit
- 15:4615:46, 4 March 2025 diff hist +938 CL-APP Protocol No edit summary Tag: Visual edit
- 14:4914:49, 4 March 2025 diff hist +67 Desktop App No edit summary Tag: Visual edit
- 14:4814:48, 4 March 2025 diff hist −2 CL-APP Protocol No edit summary
- 14:4814:48, 4 March 2025 diff hist +8 CL-APP Protocol No edit summary Tag: Visual edit
- 14:4714:47, 4 March 2025 diff hist 0 m CL-APP Protocol Bradley Smith moved page Cl-app Protocol 1 to CL-APP Protocol without leaving a redirect
- 14:4714:47, 4 March 2025 diff hist 0 m CL-APP Protocol Bradley Smith moved page Cl-app Protocol to Cl-app Protocol 1 without leaving a redirect