Sentences with phrase «custom field data»

Payment, customer, and even custom field data is at your fingertips in our intuitive report builder.

Not exact matches

Require custom fields to keep your reporting data squeaky clean, and keep your team running smoothly with more accurate automation.

We then created new custom fields in Salsa for 2009 donation total, 2010 donation total, and 2011 ask amount 1 & 2, and imported that data back in.

Users can combine data fields into custom data fields and reference data fields when building stock filters.

Clio's new custom fields feature supports «typed data,» meaning -LSB-...]

Clio's new custom fields feature supports «typed data,» meaning that users can specify that a custom field should be a text field, checkbox, date, currency, number, picklist or contact or matter reference, the announcement said.

We were using Cleo for awhile and it works beautifully to import the data into there, but we actually switched so we do almost everything in CRM software, client relationship management software, customer relationship management software called Capsule just because it's very cheap and it has an infinite number of custom fields which is what we need and so those are kind of the tools we're using.

Create custom templates to cut down on data entry, or build a new document using a pre-existing template that integrates any new data fields you might need.

Some of our specialties include the customization of individual workstation program preferences, development of custom designed invoices, report generation, data importing and exporting procedures, all aspects of electronic billing, creation of custom fields used in document generation, and the production of firm branded PDF forms.

Keep track of the information that matters to you with custom data fields for matters and contacts

Document Automation allows you to use information already entered into Zola Suite like your firm information, client name and address and create custom data fields such as «Marital Status» and «Name of Children» to automatically generate your form documents using templates in Microsoft Word.

In this post, we'll show you the power of Lexicata custom fields by highlighting 7 different ways that you can use them to track data and automate processes for your law firm.

One common way that software can be customized is by creating custom fields to capture the specific data points that your business needs in order to function.

Luckily, just like filling out PDF legal forms, the process can be automated using data stored in Lexicata custom fields.

You can also use Zola's form builder to create documents with custom fields that include data that isn't stored in Zola.

Custom Invoices Bill4Time also supports custom data fields and calculations in your invCustom Invoices Bill4Time also supports custom data fields and calculations in your invcustom data fields and calculations in your invoices.

Kelley Howell, Consultant Manager, LexisNexis: We have many training sessions, online videos and help and of course conferences and they all include the ever popular topic of gathering data, creating custom data fields and reporting on it all.

Managed field collected GPS files and created custom data dictionaries for projects in Illinois, Arizona, Kansas, and all states noted in field crew navigation

Salesforce: Standard and Custom objects, Custom formula field, Custom link, Custom label, home page component, page layout, workflow and approvals, process builder, validation rules, inbound / outbound change set, Salesforce security, Chatter, Mobile lite, custom reports and Dashboards, Import Wizard, Data Loader, App ExcCustom objects, Custom formula field, Custom link, Custom label, home page component, page layout, workflow and approvals, process builder, validation rules, inbound / outbound change set, Salesforce security, Chatter, Mobile lite, custom reports and Dashboards, Import Wizard, Data Loader, App ExcCustom formula field, Custom link, Custom label, home page component, page layout, workflow and approvals, process builder, validation rules, inbound / outbound change set, Salesforce security, Chatter, Mobile lite, custom reports and Dashboards, Import Wizard, Data Loader, App ExcCustom link, Custom label, home page component, page layout, workflow and approvals, process builder, validation rules, inbound / outbound change set, Salesforce security, Chatter, Mobile lite, custom reports and Dashboards, Import Wizard, Data Loader, App ExcCustom label, home page component, page layout, workflow and approvals, process builder, validation rules, inbound / outbound change set, Salesforce security, Chatter, Mobile lite, custom reports and Dashboards, Import Wizard, Data Loader, App Exccustom reports and Dashboards, Import Wizard, Data Loader, App Exchange.