Pat Apiwongpattara
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Activity overview
Latest activity by Pat Apiwongpattara-
Pat Apiwongpattara created an article,
How do I Activate an Inactive Document Template
To activate an inactive Document Template, head over to the Control Panel, under the General section, click Manage Document Templates. The list of existing Document Templates will appear. Click o...
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Pat Apiwongpattara created an article,
How to Remove the 'Restricted' Setting from a Business Unit
To remove the 'Restricted' setting from a Business Unit, head over to the Control Panel, under the Organisation section, click on Manage Business & Billing Units. The list of existing business and...
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Pat Apiwongpattara created an article,
How to Make a Business Unit 'Restricted'
To make an existing Business Unit 'Restricted', head over to the Control Panel, under the Organisation section, and click on Manage Business & Billing Units. The list of existing business and bill...
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Pat Apiwongpattara created an article,
How to Edit an Activity Type
To edit an existing Activity Type, head over to the Control Panel, under the Data Types section, click on Manage Activity Types. The list of existing Activity Types will appear, you can search for...
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Pat Apiwongpattara created an article,
How to Remove a Default Fee on Case Card
You can perform the following actions on the Case Card: Removing a Default Hourly Fee's Removing a User Fee set at Case Participant level Removing a Default Hourly Fee's ็Head over to the Detai...
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Pat Apiwongpattara created an article,
How to Remove a Default Fee on Client Card
Default Hourly Fee's can be set as follows: Default Hourly Fee Price List User Default Fee You can perform the following actions on the Client Card: Removing a Default Hourly Fee or a Price List...
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Pat Apiwongpattara created an article,
How to Perform a Conflict of Interest Check on an Existing Case Request
A Conflict of Interest check must be performed before accepting a Case Request. To perform a Conflict of Interest check on an existing Case Request, head over to the Case Card, Details view, under ...
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Pat Apiwongpattara created an article,
How to Create a Bankruptcy Case
To create a bankruptcy case, head over to the Main Card, Cases-view, and click on the Create Case button. The following dialog will appear. Fill in the required information as you would when crea...
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Pat Apiwongpattara created an article,
How to Add Administration Costs on Invoice
To add administration costs to an invoice, head over to the Main Card, Invoices-view, under the Drafts section, and click on the invoice you want to open it. Once you are in the invoice, click on ...
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Pat Apiwongpattara created an article,
How do I Add a New File to an Existing Document Template Folder?
To add or upload a new file to an existing Document Template Folder, head over to the Control Panel, under the General section, click Manage Document Templates. The list of existing Document Templ...