Available actions on activities
Export activities from a folder
To export theactivitiesmade on afile: Go to your file Click onExport A file in .csv format downloads: It contains information about the file, activities, stakeholders, clients, detailed amounts and status of activity whether billed or not.
Transfer activities from one file to another
You can transfer some or all of the activitiesnot chargedfrom a folder to another folder of your choice. You can select theactivities one by one, or all related activities by checking "Election all". Once your activity or activities have been ...
Rounding times
It is possible to round up your Time activities to 5, 10 or 15 minutes. Simple action On windows for adding or modifying Time activities, a check box allows you to round your times to 5 or 15 minutes above: Group action from your Folders and Contacts ...
Associate an activity with a client
In a folder whereyou have several customersyou can choose toassociate or not, your activity to the customer of your choice. Simple action When creating your activity, checkto electa customerand type the first letters of the client to whom you want to ...
Mark an activity as "non-billable" or "billable"
In Jarvis Legal you have the opportunity to markactivities(time, services, fees or discounts) as "non-billing". They will appear well in the"Activities" tab of the folderand in thereporting "Control of Activities", but their amount will not be taken ...
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