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Andrew King

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Latest activity by Andrew King
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    Andrew King created an article,

    Setting Records Inactive and Active

    Every type of record in Centerbase has a field called Active Status which can either be Active or Inactive.  All records are Active by default and behave normally when searching, reporting, enterin...

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    Andrew King created an article,

    Grouped Record Types

    When setting security in Centerbase, people can sometimes have trouble managing the many different records and what settings they want on each.  To help with this, we have grouped the various types...

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    Andrew King created an article,

    Workflow Workshops

    These workshops walk you through, step-by-step, on how to create a few workflows.  They illustrate various examples of what workflows are used for and how to achieve what you need for your own work...

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    Andrew King created an article,

    Rate Table Import Utility

    NOTE: This feature has not yet been widely released With this utility you can import: Rate Table Definitions Set Rate Tables on Matters and/or Clients Set Rate Exceptions on Matters and/or Clients...

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    Andrew King commented,

    If all templates in a given section are deleted or moved to another section, the section will no longer show up.

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    Andrew King created an article,

    Windows Administrative Tool

    Centerbase provides a program for Windows called the Windows Administrative Tool.  This tool is used for administrative level functions that an average user will not need to do on a day to day basi...

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    Andrew King created an article,

    LawToolBox Import

    Import Road Map Here is a basic road map of the steps involved. Consultant gets the data export from LawToolBox. Consultant checks for duplicate matters between LawToolBox and either Centerbase or...

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    Andrew King created an article,

    Controlling Access to Billing Data

    Different firms have different policies on who is allowed to see the billable data in the system.  This can be controlled in a variety of ways. Billing Entry Visibility You can control who is allow...

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    Andrew King created an article,

    Bill Template Planning and Tips

    Different firms have different requirements for their bill templates.   It is always better to start from the default Centerbase bill template and work with the firm on what changes are needed.  Tr...

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    Andrew King created an article,

    Tagging Fields

    Centerbase offers the option to have tagging fields.  These fields easily let you see and modify the items of a given type that are linked to it.  This can be used for things like setting multiple ...