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People & Matters
People & Matters
40 articles
Matters, Contacts, and Companies
Contacts vs. Matters
Creating Matters
Matter Profile Overview
Matter Statuses
Matter Relationships
Matter File Folders
Matter Auto-Numbering
Matter Filtered Views
Merging Duplicate Matters or Contacts
Creating Contact or Matter Tags
Using Contact or Matter Tags
Companies
Company Matters
Pipeline(s)
Pipeline Overview
Intake Pipeline
Adding Additional Pipelines
Pipeline Statuses and "Show All Matters" Toggle Option
Track Matters' Time in Pipeline Stages
Appointments
Appointment Types Overview - Including Automated Confirmation & Reminders
Booking Appointments
Appointment Requests
Appointment No Shows and Cancellations
Booking Links
Editing or Rescheduling Appointments
Message Center & SMS
Message Center
SMS & MMS Pricing
Understanding SMS Character Limits and Encoding
Client Portal
Client Portal Overview
Inviting Contacts to the Client Portal
Using the Client Portal (From Client's Perspective)
Sharing Tasks Via Portal
Sharing Forms and Documents Via Portal
Messaging Via Client Portal
Tasks
Creating Tasks for Users
Task Tags
Custom Task Statuses
Task Comments and Mentions
Completing and Editing Tasks
Conflict Checking
Conflict Checking
Event Management
Event Management