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This page will reference the videos completed on the Follow Along Video Tutorials page.

All answers are at the end of this page.

We recommend that if there is anything that you do not get correct, that you go back and watch the video and follow along by entering the similar data into the student database.


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ContactQuiz
ContactQuiz
Quiz Video 1: How to create a Contact

  1. What button on the top navigation bar will take you into the Contact section?

    1. The Gold folder

    2. The Teal ID card

    3. The Settings Cog

    4. None - the Wise Owl image on the top left

  2. What are three of the Legal Entity type options from the video?

    1. Company, Individual, Law Firm

    2. Company, Superannation Fund, Law Firm

    3. Individual, Husband, Wife

    4. Company, Individual, Unit Trust

  3. How can you tell which fields are mandatory?

    1. They have stars next to them

    2. They will give an error if you don't fill them in

    3. A and B above

    4. Only A above

  4. How can you add in more contact phone numbers?

    1. You can't - You can only change the type from the drop down next to the field

    2. By going to the bottom one and tabbing to start a new section

    3. By clicking on the New Phone/Email button

    4. By replacing the existing listed contact types with phone numbers

  5. Where can you put in more notes about the client?

    1. On the matter

    2. Under Relationships

    3. In the Free text notes section under Additional Details

    4. In the address fields



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MatterQuiz
MatterQuiz
Quiz Video 2: How to create a matter

  1. What button on the top navigation bar will take you into the Matter section?

    1. The Gold folder

    2. The Teal ID card

    3. The Settings Cog

    4. None - the Wise Owl image on the top left

  2. When setting up a matter, 

Answers - make sure you have written down your Answers before you check these!

Quiz 1 Answers:

  1. b

  2. d

  3. c

  4. c

  5. c

Quiz 2 Answers:

  1. a