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How do I Edit or Delete Custom Fields?
Custom Fields can be edited or deleted in your Firm Settings. Go to Firm Settings --> Custom Fields and Intake Forms --> Custom Fields. Locate the practice area you wish to edit and select Add/Edit Fields. This will open a module with the existing ...How do I Apply a Retainer to a Split Billing Matter?
When using split billing, CARET Legal will create sub-matters, or child matters, for each party that is responsible for a percentage of the billed amount. The parent matter will display all the associated information for that matter, however the AR ...FAQ : Onboarding and Data Migration
Frequently Asked Onboarding and Data Migration Questions Onboarding Questions Where do I send questions about the onboarding and data migration process? You can send an email to: Onboarding@getcaret.com. What is the onboarding process like? Our ...How Can I Create Custom Accounting Reports
With over 6 advanced reports, CARET Legal offers robust financial analytics that inform critical decisions within your firm. However, firms often need a more substantial data set to guide their business strategy. That’s where custom reporting from ...How do I stop users from creating activity for closed periods?
If you would like to set up your books so that new transactions cannot be backdated, or so that new transactions cannot impact closed periods, you can set the specific dates in your Firm Settings in the Billing & Accounting section under Billing ...
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How to Adjust the Screen Resolution or Zoom settings in Google Chrome?
If you notice that the size of your screen in Google Chrome is too big or too small, try adjusting the resolution or zoom. Click on the 3 vertical dots in the top right corner of the browser Click on the + or - to make the screen bigger or smallerHow Do I Export My Calendar from Microsoft Office 365?
If you would like to import your calendar into Zola Suite, you will need to first export it from Microsoft Office 365: Log into your Outlook account through a web browser (The default login is portal.office.com) On the top right of the calendar page ...How to Adjust the Resolution in Microsoft Edge?
If you notice that the size of your screen in Microsoft Edge is too big or too small, try adjusting the resolution or zoom. Click on the 3 horizontal dots in the top right corner of the browser Click on the + or - to make the screen bigger or smallerHow do I export my Calendar from Microsoft Outlook?
You will need to export your Calendar to an ICS file by following the steps below: With Outlook 2013 or 2016 open, go to the Calendar you would like to export. Click File > Save Calendar. This will open a window where you will pick where to save the ...What Is the Difference Between a Task and an Event?
Within each matter, you will find separate sections (or tabs) for both Tasks and Events. To properly utilize all of the features, it’s important that you understand the differences between the two. Simply explained, an Event is a one-time event. This ...