Settings & Customization

Security

• Making Items Read Only, Restricting Edit or other Permissions

User Settings

• Definitions for User Security Permissions in the Web
• Replacing a User (Windows Administrative Tool)
• How to Manage User Security Permissions in the Web
• User Settings Overview

Configuring Billing Settings

• How to Set a Default Rate Table
• Bill Template Planning and Tips
• Bill/Invoice Template Editor
• Flipped Task & Activity Codes in Your Ebilling Template
• How to Change Columns in your Generate Bills Grid
• Adding Firm Name, Address and Contact Information to a Bill

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Web Version Customization

• Customizing Grid Columns On Record Lists
• Turning Related Items into Individual Tabs
• Centerbase Item Types
• Unable to Save Form Layouts on Items
• Form Designer
• Record Level Security Settings

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System Settings

• Finding Item and Field Types for Custom Items
• How to Manage Column Width on Grid Views
• System Settings Overview
• Navigation Bar Settings (Web)
• System Health
• Colors

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System Utilities

• Copy Field Values using System Utility
• Setting Originators on Matters using System Utility
• Trust Transaction Utility

Windows Administrative Tool

• Definition of Lookup Field Options
• Tagging Fields
• Windows Admin Tool - Item Manager Fields out of Date
• Formula Fields
• How To Make a Field Required
• HTML Editor – Email Templates

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