![]() Now what a lot of people don't know is that that search bar is more than just the name. You guys know that, if you guys start typing into that list, it's going to get you to that actual letter that you last typed, but, the search bar found right above that contact list, that is what you are going to utilize to actually search for contacts. If you didn't know that, if you start typing in, let’s just say OfficeTools, and we start office, we end up in the E's. A lot of people will click in, they'll start typing in, and it'll take them to the last letter. A lot of people, especially if you use, or something like that, it's not always directly obvious how to find contacts within our programs. The major thing that we are going to start off with here, just because it's right on the front page, is the contact search. Without further ado, we are going to go ahead and jump into the program, and start talking about some of these things. If we have more time, then we'll go into it a little bit more, and if we have less time, then hopefully we get to that point. It's just some of the topics that we have lined up for today. We're going to be talking about the contact message screen, the contact cards and social media options that we have and how to use those fields if you're not using social media, better utilizing the activity list, getting a little bit better version of the activity list via the undock option, using some ghost staff, view all button in the "notes" section, "client calendar," and the "undock calendar," and a way to see it with multiple staff members on it. Here's some of the basics that we're going to be talking about, some of the contact list search options. Hopefully, this just gets you a little bit farther in your knowledge of the program. Today, we're going to be going through a couple of things, some things you might already know. Just so you guys know, my name is Brandon, as you guys can see here on this slide show. Today's topic is going to be Tips and Tricks. Welcome to the Free Training Thursday for OfficeTools. You're going to do it, you're going to do it.Īll right, guys, good morning. If you would like to request a topic, please email View Transcript About Free Training Thursday: Since the start of 2017, we have been holding these free, 30-minute training hosted by our industry-leading experts and innovators who will teach you about AbacusLaw, Amicus Attorney, the Abacus Private Cloud, and now, Results CRM and OfficeTools. ![]()
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