Welcome to the First Step Webinar!
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- Gordon Morgan
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1 Welcome to the First Step Webinar! Your presenter will be with you shortly. Please print out the presentation for notetaking purposes at:
2 Customization Brand Value: Our software can be customized to meet any need!
3 Objectives: How to add fields to the database. How to customize your screens. How to set your program s appearance preferences. Database Structures Creating fields Screen Designer Customizing Screens Adding Fields Adding Text Adding Boxes Adding Notes ListBox Adding Hyperlinks Customizing your Preferences
4 Customization is a 3 step process: What changes or additions do I need to increase AbacusLaw s benefits to me? How many and what type of fields to I need to add to the database to accomplish this? Where, in what order, and in what position do I want the new fields to appear?
5 Planning
6 Planning
7 Planning
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9 Planning
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11 Planning
12 INSTRUCTIONAL BREAK POINT making Clients happy Worldwide!
13 Database Structures Click on File>Setup>Database Structures Database Structure for Names opens by default.
14 Database Structures Database to Edit allows you to select the database you want to work with. Sort By how do you want the fields sorted: by #, Field Name or Display Name. Delete delete a field. NEVER delete any of the original default fields. Report prints a field list (current database only).
15 Database Structures Most fields will be added to Matters. Click Database to Edit and select Matters
16 Database Structures Click Add to add a field.
17 Database Structures Field Name the name of the field. It is limited to 10 characters and no spaces. Field Type: Character, Numeric, Logical (True/False), Date or Hyperlink. Field Length how many characters will the field accommodate. Max Decimals Numeric fields if you want decimal points for things like dollars and cents. Display Name Can be longer or different than the field name and can have spaces and special characters. Description if you want a more detailed description of the field.
18 Database Structures You will see Pending Changes Exist: Select an Action Click Done when you are done adding your fields.
19 Database Structures Resume Editing if you decide that you aren t finished and want to go back and continue editing. Kill changes and start over if you think you made mistakes and want to start over. Kill changes and quit if you think you made mistakes or need to get out of editing altogether. Execute changes and create new databases you are finished and want to create the new fields. Compare current to proposed changes shows you what you have now vs what you are changing. Postpone changes and quit lets you leave but saves your pending changes until you come back.
20 Database Structures Once you have finished adding the fields and executed the changes you want to the database, you can then add them to your custom screens. Here is the Original default screen Here is the same Matter using our customized Personal Injury screen (custom Specialty screens available for purchase).
21 INSTRUCTIONAL BREAK POINT making Clients happy Worldwide!
22 Screen Designer Click on File>Setup>User-defined Screens>Matters. You will see a list of existing screens. You may see more or less depending on your options and PALS
23 Screen Designer Add add and create a new screen. Clone duplicate highlighted screen allows you to start with mostly completed screen and retain original in case of mistakes. Edit open and make changes to the highlighted screen. Use default makes the ORIGINAL screen the primary screen. Assign Codes assign a case code to a screen. Will automatically display that screen for any case using that case code.
24 Screen Designer When you click on Add you get a completely blank screen to edit. You need to give the screen an ID and Description. Label is what names your tab.
25 Right click on the screen where you want to add a field. Screen Designer
26 Screen Designer Add Field adds a field to the screen. Add Text add text to the screen. Add Variable Text uses expressions and is a more advanced option. Add Box will add a box to the screen that can be used to group fields. Add Notes ListBox will put the Notes ListBox on the screen. Add hyperlink add a hyperlink on the screen to show data from another database. Field Options is used to change to 3D Fields and change field height. Align, Size & Space Objects align and resize the selected objects. Add Page will add a new tab (Page) to the screen. Linked Tab & Extra Database gives you the option to show/hide any of the standard tabs as well as show the extra database tabs. Size to screen mode pick your monitor s screen resolution so the screen can adjust to fit accordingly.
27 Screen Designer Highlight the field you want to add then click OK. Right click on the screen where you want to add a field.
28 Screen Designer Field appears in red and you can move it to the position you want. Field properties can be modified for additional customization options. Click Done.
29 Screen Designer The field and description appear in read and can be moved using your mouse or your arrow keys. Set Order allows you to reorder the fields (tab order). Grid turns on a grid to help you with lining up fields.
30 Click away from the added field and it will no longer be red and you can move the description and field separately for positioning.. Screen Designer
31 Screen Designer Add Box puts an outline around any group of fields to help identify related or same subject information. Click and drag using the handles (little black squares.
32 Screen Designer If you double click a field you will see the Field properties.
33 Screen Designer Field name displays the field name. Picture sets the field format such as decimals and force upper case (advanced). Fastfield code put the Field name here and the field becomes a listbox. Valid Condition only use if you want to force the user to choose from the listbox before it will let them save their record (usually you should leave this blank). Message line usually used for short instructions in front of the field.
34 Screen - If the first keystroke in the field is a printable character, the entire field - Allows the field to - Converts alphabetic characters to all capital - Forces 4-digit years for date fields # - Allows digits blanks and signs for numeric fields. 9 - Allows only numeric data to be input., - Use to separate digits to the left of the decimal point, for example #,###.##.. - Use to designate the decimal point. $ - Use to display currency. If you are familiar with expressions here is a short list of the most common. A - Allows alphabetic characters - Displays negative numbers in parenthesis without spaces, for example, - Displays negative numbers in parenthesis with ###,## Allows the dollar sign to "float" or be displayed next to the first non-zero digit $###,## Displays a dollar sign with spaces before the first non-zero $###,## Negative numbers are displayed in parenthesis with the dollar sign $###,## Negative numbers are displayed in parenthesis with the dollar sign inside.
35 Screen Designer If you need more room, click and drag the corner to stretch the screen larger.
36 Screen Designer If you need more room, click and drag the corner to stretch the screen larger.
37 Screen Designer Right click and add Notes ListBox.
38 Screen Designer Then click and drag to size the box.
39 Screen Designer You will then be able to see your notes on your main screen.
40 Screen Designer A Hyperlink will let you display a linked Name on the Matter screen. Select the Link Type and when you click the Hyperlink it will automatically link that name as the Link Type.
41 Hyperlinks don t have Labels so you have to add Text. Screen Designer
42 Hyperlinks don t have Labels so you have to add Text. Screen Designer
43 Hyperlinks don t have Labels so you have to add Text. Screen Designer
44 Screen Designer Now you can link the Client s name directly on the Matter screen.
45 Screen Designer Once you save the new custom screen and use it to create a case you will see your customizations including the hyperlink.
46 Screen Designer The Hyperlink field now displays the name of the person linked as the Client directly on the Matter screen.
47 Screen Designer If there is no Client linked it will show Not Linked and you can click the blue hyperlink to select the Client.
48 Screen Designer
49 Screen Designer
50 INSTRUCTIONAL BREAK POINT making Clients happy Worldwide!
51 User Preferences Go to File>Setup>User Preferences. Click on 2Appearance tab. Click on Background profile button.
52 User Preferences Highlight the profile you want then click Edit. You will then see the Color and Background Setup Editor.
53 User Preferences This utility is where you select your program backgrounds and colors. Main Window set color preferences for the Main screen. Name Window set color preferences for the Name screen. Event Window set color preferences for the Event screen. Colors controls the colors of the windows. Background controls the colors of the backgrounds. You can use images as well. Restore returns the color scheme to it s original settings. Matter Window set color preferences for the Matter screen. Notes set color preferences for the Notes windows. Browses set color preferences for the any Browse window.
54 Data Import Reports Dynamic Data Capture Automated Form Documents Name and Matter Screen Design Practice Area Legal Solutions (PALS) Extra Databases Firm Branding Workflow and Court Rules Custom Invoices
55 Helpful TidBits Thank you for attending our First Step Class on Calendaring Remember to visit My address is: Tech Support can be
Welcome to the First Step Webinar!
Welcome to the First Step Webinar! Your presenter will be with you shortly. Please print out the presentation for notetaking purposes at: http://abacuslaw.com/client-center/training Working with the Calendar
Welcome to First Step Webinars
Welcome to First Step Webinars Your presenter will be with you shortly. Please print out the presentation for notetaking purposes at: http://abacuslaw.com/client-center/training Matters, Names and Notes
Welcome to the First Step Webinar!
Welcome to the First Step Webinar! Your presenter will be with you shortly. Please print out the presentation for notetaking purposes at: http://abacuslaw.com/client-center/training Mastering Queries and
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