Appliance wide settings for legal practices. Covers Firm, Matters, Time Billings, Budget, General and Licensing.
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The reset shouldn't generally be used as contacts should each have a unique contact number. Therefore the contact numbers should just increase incrementally by one.
Field Name | Default Value | Description |
|---|---|---|
Contact Number Template | {auto} | Template defining how new contact numbers are generated. See below for a more detailed description. |
Reset Contact Auto-Number on Rollover | Unchecked | If your Contact Number Template contains both Auto Number and Calendar Year parts, the system will automatically reset your next auto number on the first Contact created in the new year. The person who creates this first contact is notified when they are creating the contact and after it is saved. If this is unchecked, a notification will appear, but the system will not automatically reset the auto number. The new auto number value is determined by the Contact Auto-Number on Reset setting. |
Next Contact Auto-Number | 1000 | The next auto number the system will use when creating a new contact. This number will increase as you create contacts. Setting this number determines the next number used when you create a contact. Important: as contact numbers must be unique, be very careful changing this value. Changing it to a lower number without also changing your Contact Number Template may cause errors when creating new contacts. |
Contact Auto-Number On Reset | 1000 | The auto number the system will use when the calendar year rolls over. This number will be the first used for the first contact in the new year. |
Contact Number Template
(NOTE: this will be identical to Matter Numbers and should not be copy-pasted there but a new page made with a link from here)
The Contact Number Template determines how automatically generated contact numbers are created. The auto generated parts are listed below:
Name | Template | Description | Examples | ||||||
|---|---|---|---|---|---|---|---|---|---|
Auto Increment | {auto [ nZeros]} | An auto increment number. Each time someone creates a contact, the number is increased by one. Note that numbers are generated when a contact is saved, not when you open the new contact page. You can optionally specify the number of leading 0's, which defaults to 4. This number will roll over if you have checked Reset Contact Auto-Number on Rollover and also have a calendar year part to your template. If your auto number increases beyond 10,000, leading zeros will no longer be added, instead the number will expand. Only one auto number may be used in the template. |
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Calendar Year | {calYr[:2|4]} | The current calendar year when the Contact is created. By default this results in a 2 digit year, but you can override it to show a 4 digit year. A calendar year ends on the 31st of December. The first contact in a new year will reset the auto increment number if you have Reset Contact Auto-Number on Rollover checked. |
{calYr:4} => 2013 | ||||||
Year Ending |
| This is the same as the Calendar Year except you can specify the month the year ends in. This allows you to roll over a year at the end of June rather than December. Again, you can ask for a 4 digit year. You specify the month in 3 letters. Specifying Dec as the month yields identical behaviour to Calendar Year. |
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Anything Without Brackets | Anything not enclosed in a pair of parenthesis is copied exactly as is. |
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Some common examples of Contact Number Templates:
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These settings allow for integration of searches between the External Search Provider and Wise Owl Legal. They should not be changed.
Time
In the time drop down menu the firm can nominate how many minutes per unit.
Firms have been known to use 1 minute units, 6 minute units, 10 minute units and 15 minute units. At Wise Owl Legal we strongly recommend using 6 minute units, unless there is a good reason to use otherwise. Whilst 6 minute units may seem confusing at first, once it is understood it is extremely practical.
Units | Minutes |
|---|---|
1 | 6 |
2 | 12 |
3 | 18 |
4 | 24 |
5 | 30 |
6 | 36 |
7 | 42 |
8 | 48 |
9 | 54 |
10 | 60 |
Changing the default time units here will NOT affect the time billing default units for current users. It will only affect new users. To change the default time unit for current users go to settings -> my settings.
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