Mobile App > Viewing Client Files


Viewing Client Files

        Click the Files link to view a list of Recent Files that you have worked on.

o        This include files that you have created Time Entries for, placed Phone Calls or attached Notes.

o        Open any of these files and see basic details about the matter from the palm of your hand.

o        You will also be able to see the Primary Contact and any other contacts on the file.

 

        Beside the Client and Contacts  are icons to easily place a phone call or send them an email.

o        You can also drill down by clicking on the contact’s name to see all of their phone numbers and email addresses.

        Helpful prompts make sure you record the details of all your calls.

 

        Click the  icon at the top and select an option from the Actions pop-up list.

        Click New Note to add notes to a file so that they are accessible to other Firm Members in the future.

        In our example, we selected New Phone Call.

        After the phone call is complete a prompt displays with the amount of time spent.

        To record the details.

        Click Yes and a record appears with the relevant details already filled in.

        Make whatever edits you like, then click Done at the top. A further prompt asks if  you would like to create a time entry associated with the phone call?

        Click Yes to display a New Time Entry screen.

o        The Duration and Description fields are filled out with information from the prior screen.

o        Make edits to the fields or add an Activity or Task Code if you wish.

o        Click Done to record the Time Entry.

        After you have worked on a file if you go back in the Navigation screen and select Time Entries the new time entry you recorded displays at the top.

        The list includes any time entries within the search criteria whether they were created in the App or back in Amicus Cloud.

        To search for other files not listed under Recent Files, click in the Search all files... field at the top and enter the first 2 letters of a file. A list of files that meet your search criteria is returned.

 

Related Topics

        Mobile App

        Log in and out of the Mobile App

        Amicus Cloud App Features

        Editing Time Entry Filters

        Editing Phone Call Filters

        Editing Note Filters

 


Amicus Cloud (January 2023)

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