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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 similiar similar data into the student database.
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What button on the top navigation bar will take you into the Contact section?
The Gold folder
The Teal ID card
The Settings Cog
None - the Wise Owl image on the top left
What are three of the Legal Entity type options from the video?
Company, Individual, Law Firm
Company, Superannation Fund, Law Firm
Individual, Husband, Wife
Company, Individual, Unit Trust
How can you tell which fields are mandatory?
They have stars next to them
They will give an error if you don't fill them in
A and B above
Only A above
How can you add in more contact phone numbers?
You can't - You can only change the type from the drop down next to the field
By going to the bottom one and tabbing to start a new section
By clicking on the New Phone/Email button
By replacing the existing listed contact types with phone numbers
Where can you put in more notes about the client?
On the matter
Under Relationships
In the Free text notes section under Additional Details
In the address fields
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What button on the top navigation bar will take you into the Matter section?
The Gold folder
The Teal ID card
The Settings Cog
None - the Wise Owl image on the top left
When setting up a matter,
Answers - make sure you have written down your Answers before you check these!
Quiz 1 Answers:
b
d
c
c
c
Quiz 2 Answers:
a