Every software solution has its own set of terminology, so before we dive into the features and functionality of Centerbase, it is important to lay out some of the basic terms used in this document.
- Item: An item is the top-level record in Centerbase. Examples of an item include: Clients, Matters, Contacts, etc.
- Field: A field represents each individual piece of information stored on an item. Examples of a field for a Matter item include: Open Date, Plaintiff, Opposing Counsel, Attorney, etc.
- Record: A record is the basic unit of data in Centerbase, representing a single occurrence of an item. Examples of a record for a matter would include: McDonald, Mike – Estate Plan; Forbes, John – Commercial Litigation; Joyner, Rob – Drug Charges.
- Item Homepage: Every item in Centerbase has its own homepage which may be accessed from the navigation bar. If the item name is not immediately available on the navigation bar, it may be nested under the More on the navigation bar. Users can complete advanced searches from the item homepages.