New pages
- 16:18, 28 March 2025 Contact:Financial Entry (hist | edit) [1,743 bytes] Bradley Smith (talk | contribs) (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
- 11:13, 7 March 2025 Desktop:Navigation Pane (hist | edit) [1,009 bytes] Bradley Smith (talk | contribs) (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
- 11:01, 7 March 2025 Desktop:Backstage (hist | edit) [2,021 bytes] Bradley Smith (talk | contribs) (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
- 10:41, 7 March 2025 Desktop:Startup (hist | edit) [1,417 bytes] Bradley Smith (talk | contribs) (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
- 10:10, 7 March 2025 Desktop:Main Window (hist | edit) [821 bytes] Bradley Smith (talk | contribs) (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
- 14:46, 4 March 2025 CL-APP Protocol (hist | edit) [1,328 bytes] Bradley Smith (talk | contribs) (Created page with "{{DISPLAYTITLE:```cl-app``` Protocol}} TBA Category:Desktop") Tag: Visual edit originally created as "Cl-app Protocol"
- 13:40, 25 February 2025 Activity (hist | edit) [2,396 bytes] Bradley Smith (talk | contribs) (Created page with "In ContactsLaw, the term '''activity''' is used to describe an action (e.g. "Create", "Edit", "Send") that can be performed on a particular item (contact, matter, document, etc). Activity names usually consist of a verb and the type of item on which they act. Activities can be started manually; for example, from the ribbon or context menu commands in the Desktop App. You can also create tasks and appointments containin...") Tag: Visual edit
- 10:19, 13 February 2025 Release Notes Build 241203 (hist | edit) [270 bytes] Bradley Smith (talk | contribs) (Created page with "{{DISPLAYTITLE:Release Notes (Build 241203)}} Only the Desktop App was updated in this build. *'''Contacts''' **[Fix] Contact creation (Desktop App). *'''Documents''' **[Fix] Clause picker (Desktop App). **[Fix] Content editor pop-up when dialogs are open (Desktop App).") Tag: Visual edit
- 17:03, 6 January 2025 Release Notes Build 241129 (hist | edit) [2,782 bytes] Bradley Smith (talk | contribs) (Created page with "{{DISPLAYTITLE:Release Notes (Build 241129)}} *'''Contacts''' **[New] Aliases for individuals. **[New] Abbreviated names for entities. **[New] Financial entries for international bank accounts. **[New] Safe custody packets and items. **[New] Register of safe custody report. **[Change] Search contacts by other trading names, historical trading names and contact fields. **[Change] Email addresses normalised so domain name always appears lowercase. **[Change] More intellige...") Tag: Visual edit