Create and edit contacts
Turning a contact into a customer
Once onceyour contact sheet créée, it is possible to turn it into a customer. Unlike a contact sheet, a customer record offers the possibility to generate a supply and a credit. It is also possible to refer a regulation. When youintegrate contact ...
Create a contact
1. 1. Access your contacts To access your contacts, click on the second icon on the left sidebar in the shape of silhouettes. It is possible toexportin mass. 2. Create a contact of type Person or Organization type Your contacts are divided into 2 ...
Edit a contact
It is possible tocreate a contact, modify anddelete deletea contact. To change the information of an existing contact: Click on the tabContacts(Persons or Organizations)in the left sidebar to access the list of your contacts To find contact, do not ...
Delete a contact
It is possible toto create, ofchangeor delete a contact. To delete an existing contact: Click on the tabContacts(Persons or Organizations)in the left sidebar to access the list of your contacts To find contact, do not hesitate to use the search ...
Establish and use jurisdictions
You have the opportunity to inform the jurisdiction concerned in yourfiles.For this, you must first and foremost create theJurisdictionasOrganization, via theMenu Contacts. Then click onAdd an organization As with a Contact / Natural Person, this ...
Manage a customer's hourly rate and VAT rate
It is possible to set a specific hourly rate and/or a specific VAT rate. Set a specific hourly rate for a contact At thecreation of a contact, or during theedition of his file, it is possible to choose a specific hourly rate: When creating or editing ...
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Access to Settings
Access to parameters To access your settings, click on your initials or photo in the top right corner. Then click on "Settings" to access it. In the Settings, you will be able the content you can customize. IMPORTANT: the Settings menus displayed on ...
Managing the roles of linked contacts
When you create or edit contacts, or when you manage parties of a matter, you have the opportunity to add linked contacts and indicate what role they have. At any time from the Customizable Settings List menu (1), you can add new roles (2), change ...
Manage the types of parties within your matters
When creating or modifying a folder you can add, in addition to the client, other parts: opponent, expert, etc. At any time from the Customizable List of Settings menu (1) you can add new game types (2), change existing typologies (3), or even delete ...
Disable one of your users
This setting is only available to users with the "User Change" right (see articleChange the profile of your users). Appointments to yourParameters> Company > Users & Teams (https://secure.jarviscloud.fr/law-firm/users) Click on thebutton of actionsto ...
Change the password of one of your users
This setting is only available to users with the "User Change" right (see articleChange the profile of your users). Appointments to yourParameters> Company > Users & Teams (https://secure.jarviscloud.fr/law-firm/users) Click on thebutton of actionsto ...