The Favorites Module

The Favorites module of Amicus Attorney provides a convenient way to access the records you use frequently. For example, you might add the Files you are currently working on this month to your Favorites list.

Favorites Module

You may include the following kinds of records in your Favorites list: Files, People, Library Pages, Notes, Search Definitions, and Documents. Your Internet Explorer Favorites are automatically included.

From the Favorites module, you can open, edit, view, print, or create Events, Time Entries, or Communications for your favorite records, as appropriate. Your favorite Contacts and Files will appear in the Select People and Select Files dialogs throughout Amicus.

People Index - Right Click to "Add to Favorites"

Adding a record to your Favorites

You can add one or more items to your Favorites by selecting them from any list in any module and then do either of the following:

• choose Add To Favorites in the Edit menu
• right-click on the list, and choose Add To Favorites in the shortcut menu that appears

For example, you could add a Contact from the People Index to your Favorites list.

Working with your Favorites

To open the Favorites window, click the Favorites button in the Navigation Pane. The types of records eligible for inclusion in the Favorites list are shown in the control panel, and your favorite records are listed at the right.

You can click one or more record types in the control panel (e.g. "Files") to filter the index list at the right.

Opening a Record

To open the details for a File, Contact, Library Page, Note, Search Definition, or Document, or to open an Internet Explorer Favorites web page, select it in the list and click Open (or double-click the item) to:

• open the details for a File, Contact, Library Page, Note, or Document
• open an Internet Explorer Favorites web page (in the Amicus Viewer)

Other Actions Available on a Record

To complete other actions on a record, you can select it in the index list, right-click on the list, and choose the appropriate action on the shortcut menu that appears. For example, you can quickly:

• edit or print the details for a Person, File, or other kind of record
• create an Event, Call, or E-mail for one or more Contacts and Files
• create a Time Entry on a File
• launch the resource associated with a Library Page

IE Favorites open in Amicus Viewer

Adding Web Pages to Amicus

From the Amicus Viewer (which opens for your Internet Explorer Favorites), you can add the currently displayed web page to Amicus as a Document on Files or Contacts, or as a Library Resource on a Library Page.

Removing a Record From Your Favorites

To remove one or more items from your Favorites, select them in the Favorites index list and click the Remove button below the list. Or select them in the list, right-click on the list, and choose Remove From Favorites in the shortcut menu that appears. Note that the records are not deleted from the firm's database.

-------------

Amicus Attorney 7 Overview
Request a FREE TRIAL of Amicus Attorney 7