Contacts
Understanding Contacts module
Through this guide, you will learn the basics of the Contacts window, an explanation of its main elements, and what actions you can perform from this window. Table of contents Composition of the Contacts window Structure of the Contact table Composition of the Contacts window To access the Contacts window, simply click the Contacts ()…
maatdeskadminStructure of the Contact dashboard
Through this guide, you will learn the specifics of the Contact dashboard, its composition, and an explanation of all the tabs and elements involved in any contact. Table of contents Structure of the Contact dashboard Content of the Contact dashboard tabs Matters tab Transactions tab Notes tab Bills tab Requests tab Tasks tab Payments tab…
How to work with Notes
In this guide, you will learn how to manage notes to keep track of work in progress, conversations, or important information related to a matter or contact. Table of contents Creating a Note Editing a Note Deleting a Note Creating a Note To create a note: Go to any Matter or Contact dashboard. You can…
Getting started with Contacts
In Maatdesk, each contact will contain all the client information, for whom matters; transactions, payments, among other elements that can be created. In this tutorial, you will learn the basics of working with Contacts in just a few steps. Table of contents Creating a Contact Resending an Invitation Editing a Contact Deleting a Contact Creating…