MM User Manual

Recent updates

Recording Basic Details
Article

Updated on Apr 23, 2024

Things to do First Getting Started Guide Create a new File/Edit Files
Article also found in:
- Working with Files / Clients and Matters / Creating Clients and Matters
Batch Import Data - Add a Connection to an Existing Client File
Article

Updated on Apr 23, 2024

Settings & Tools Tools Menu Batch Data Import
How to generate a Report
Article

Updated on Apr 17, 2024

Working with Files Reports How to use Reports
How to perform a VEVO search
Article

Updated on Apr 17, 2024

Working with Files eSearch VEVO Searches
Batch Import Data - Creating New Client Files
Article

Updated on Apr 15, 2024

Settings & Tools Tools Menu Batch Data Import
How to Send an Email
Article

Updated on Feb 26, 2024

Working with Files Email & SMS Sending Emails
Article also found in:
- Things to do First / Getting Started Guide / Send and Capture an Email
Change a Matter from a Prospect to a Client
Article

Updated on Feb 26, 2024

Working with Files Clients and Matters Creating Clients and Matters
Article also found in:
- Things to do First / Getting Started Guide / Create a new File/Edit Files
Privacy Policy
Article

Updated on Feb 26, 2024

Admin, FAQs and Support Legal Privacy and End User Agreement
Copyright Notice
Article

Updated on Feb 26, 2024

Admin, FAQs and Support Legal Privacy and End User Agreement
How to Capture, Match and Save Emails
Article

Updated on Aug 24, 2023

Things to do First Getting Started Guide Send and Capture an Email

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