Amicus makes it easy to record notes on a file.
● Creating a follow-up item from a note
This will associate the new note with the document (which is associated with a file).
 |
Notes ● A note must be associated with a file. You can simply change that association later, unless the note is also associated with a document. ● If a note is on a document and you change the document's file association, the note will become associated with that new file. |
● View all notes on the file, optionally excluding the notes created on documents that are on the file.
● From the Notes view or a Note details window, click Follow-Up, and choose whether to create a new task, email, phone call, or appointment.
● In the new item, the text from the note is already filled in. If you create an email from a note that's associated with a document, the document is automatically attached to the new email.
Adding Notes to your Client Files has always been a breeze in Amicus.
The additional controls implemented in this release help prevent accidental deletions of data when two or more firm members are attempting to make changes to the same note at the same time.
If a note is left opened for an extended period of time by a firm member,
and another user subsequently opens the note and saves changes, the initial
user receives the following prompt alerting them to the issue when attempting
to save their own changes.
Alerting the initial user provides them the opportunity to undo their changes, and allows them time to review what the other firm member changed before committing to their new changes.
This prevents confusion by ensuring that firm members are always aware of changes made by others in the system.
● Files
● Work with archived items on a file
Amicus Cloud (July 2023)
Copyright