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Custom Fields are fields that can be used to record additional information about a contact. There is some use available for the custom fields in module 1 (trust) and module 2 (finance), however custom fields will come into their own in conjunction with the documents module. EXPAND - SHOW EXAMPLES. COPY TO CONTACTS SECTION
Matters
The 'Appliance Settings' around matters are the things the firm wants to demand as their default.
If the firm requires that every matter has to have a conflict of interest check, power of attorney check , or trust account authority check the appropriate boxes would be ticked.
Here the firm can also reset the matter auto number, which is not recommended!
'Manage Jurisdictions' is where the firm would add in a new jurisdiction.Looking at the default list of jurisdictions some firms may need to add in ACT, if the practice resides in ACT and/or is operating under ACT law. Other jurisdiction such as Canada and the United Kingdom can also be added to the jurisdictions list.
It is strongly recommended that careful consideration is taken before adding in jurisdictions. If they are not going to align with the commonly accepted legal jurisdiction then the firm may encounter issues that on.
Trust Accounting
Users And Access Rights
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