|
A1-Law / WCFMS Newsletter July 2002
Important Notice
To Unsubscribe from this newsletter, please send me an Email
saying Unsubscribe or Remove Me.
CAAA Convention
It’s in Jan in San Diego at the Del Coronado.
In This Issue
Force Email Posting to Case Activity.
Force Posting Email To Case Activity
Sometimes it's useful to have all Email for a specific case
posted in case activity. The idea is that a user pulls a client
card, clicks the Email link at the client card, sends the
Email. Then, the receiver, reads the Email and may simply
click the Pull Case button to automatically pull and review
the case. Then the receiver may respond to the Email. However,
the problem is if the sender and/or receiver click the Send
button instead of the Post button, none of the correspondence
is being saved in the case activity and therefore, no other
staff members are aware of the Emails that pertain to that
case.
One could say they just need to click the Post button instead
which simply does both - sends and posts the Email to case
activity. The problem is that a lot of staff members may forget
to do this. Therefore, it's possible to disable the Send button
when Email corresponds to a specific case which will force
the staff to click the Post button and A1-Law will then send
and post all Email to case activity. You may also select a
case activity category to post to by default (although a user
may click the dropdown when composing an Email to have A1-Law
post to a different category.
Click Tools, System, Configure System Defaults, Security.
Check the "Force posting of Email to case activity"
checkbox. Next, you may click General, Email and enter the
category number in the Email to Activity preference. This
will allow you to post to a different category that the main
activity. You may even decide to create a separate category
for Email correspondence.
The New Support Forum
The support forum is still probably the most undervalued service
that we have to offer because not too many use it. But, those
that do have the potential to learn more about the program
and how others are using it than they otherwise could. You
may visit the forum anytime and read messages and learn questions
that others are asking and view answers to those questions.
You are free to post your replies as well to questions or
start a new thread and ask your own question or questions.
Once again, the more people that use the discussion forum,
the greater the benefit to everyone. The Support Forum will
now automatically send you an Email any time you check the
box to send Email for any replies to the thread you post on.
I automatically receive an Email for any posts on the forum.
Advantages to using the forum
First, it's a great learning tool and everyone can learn from
everyone else. You may learn a lot by just randomly reading
interesting posts on the forum.
Second, it's possible that someone else may answer your questions
before I even read the post. Also, others may share how they
utilize A1-Law in that situation. I don't think people yet
realize the true value of the support forum. For more information,
see the Support Forum.
Third, you may click the Search hyperlink at the forum and
search for a "key word." Since your question may
have already been posted and asked by someone else on the
forum, you may be able to immediately find the answer to your
question rather than have to wait for an answer.
Newsletter Back Issues
Looking for some back issues? You'll find them on our web
site at http://www.appellsoftware.com. They have also been
included in the help file in Version 4.00 up to November 2001.
Problems with Email Support
If you send me an Email and I have not replied within 48 hours
please send a cc to Appell@AppellSoftware.com. Better yet,
feel free to post your question on the support forum so that
others can offer their input and suggestions and everyone
can learn from everyone else. You can access the discussion
forum at http://www.appellsoftware.com.
Remote Access Programs / PC Anywhere
Better support can be obtained if you upgrade to PC Anywhere
with DSL. Check with your consultant about firewalls and security
issues. Some offices are upgrading from DSL to a T1 line which
is even faster. Most important of all, there is no substitute
for a good backup. Have you done your backup this week?
And now for my usual sign-off.......
Until next time, have a great month.
|
