Search found 408 matches

by LMSSC
Mon Nov 30, 2015 6:25 pm
Forum: Archives - A1-Law Desktop Software
Topic: A1 - Insurance Adjusters - Adding and Updating Questions
Replies: 2
Views: 2279

Re: A1 - Insurance Adjusters - Adding and Updating Questions

Dear Mike, The problem is that the adjusters can change quickly (monthly sometimes) on a particular case. Plus the staff would like to be able to change it quickly and have ready access to it on the front of the client card. Best way to handle this? 1. Would it be better to have a single card type t...
by LMSSC
Wed Nov 11, 2015 10:49 am
Forum: Archives - A1-Law Desktop Software
Topic: A1 - Insurance Adjusters - Adding and Updating Questions
Replies: 2
Views: 2279

A1 - Insurance Adjusters - Adding and Updating Questions

Dear Mike,

1. What is the best way to add and update insurance adjusters to the system?

2. The best way to pull insurance adjusters into letters?

Thanks!

Sincerely,
Michael Lerner
Lerner, Moore, Silva, Cunningham & Rubel
by LMSSC
Mon Jan 27, 2014 3:51 pm
Forum: Archives - A1-Law Desktop Software
Topic: Rolodex: View and Delete Only Unattached Entries
Replies: 2
Views: 2532

Re: Rolodex: View and Delete Only Unattached Entries

Dear Mike, Thanks - That is great to hear. -So - Using the Rolodex Wizard, How would you Delete ONLY unattached entries? Deleting ONLY unattached entries would give us a much better idea about which entries we need to cleanup/merge. Sincerely, Michael Lerner - Lerner, Moore, Silva, Cunningham & Rubel
by LMSSC
Wed Jan 22, 2014 12:11 pm
Forum: Archives - A1-Law Desktop Software
Topic: Rolodex: View and Delete Only Unattached Entries
Replies: 2
Views: 2532

Rolodex: View and Delete Only Unattached Entries

Dear Michael,

For the A1 Rolodex - Is there a way to View and Delete only Unattached Entries (Cards which are not attached to any cases)?

Thanks!
by LMSSC
Fri Jan 03, 2014 1:31 pm
Forum: Archives - A1-Law Desktop Software
Topic: Repeating Tasks - Macros? Combination Calendar/Task Events?
Replies: 0
Views: 2909

Repeating Tasks - Macros? Combination Calendar/Task Events?

Dear Michael, For repeating tasks, is there a way to automate it? For example, for the next year I'm going to repeat this particular task once a month? Also, can you setup easy Calendar/Task combinations in A1? Where you would not only have it listed on the Calendar, but also assigned as a Task as t...
by LMSSC
Tue Dec 31, 2013 12:47 pm
Forum: Archives - A1-Law Desktop Software
Topic: A1 Letters/Word Processor - Adding a Logo?
Replies: 2
Views: 2529

Re: A1 Letters/Word Processor - Adding a Logo?



Thanks for the information Mike.

1. Is it possible (Y/N) to put a logo in an A1 Word Processing Document?

2. If not, what would you consider to be the best way to convert letters from A1 to Word?

Thanks again and Happy New Year!

Sincerely, Michael Lerner
by LMSSC
Tue Dec 31, 2013 11:26 am
Forum: Archives - A1-Law Desktop Software
Topic: A1 Letters/Word Processor - Adding a Logo?
Replies: 2
Views: 2529

A1 Letters/Word Processor - Adding a Logo?

Dear Michael,

For letters using the A1 Word Processor, is it possible to add a logo?

Or would you need to use a program like Microsoft Word?

Reference:

Thanks!
by LMSSC
Thu Dec 19, 2013 7:14 pm
Forum: Archives - A1-Law Desktop Software
Topic: Moving A1 Case Card File between Two Different Firms
Replies: 3
Views: 2279

Re: Moving A1 Case Card File between Two Different Firms

Thanks Mike.

Possibly just one at this time. Is this something that we can perform with directions or?

Sincerely, Michael Lerner
by LMSSC
Thu Dec 19, 2013 5:35 pm
Forum: Archives - A1-Law Desktop Software
Topic: Moving A1 Case Card File between Two Different Firms
Replies: 3
Views: 2279

Moving A1 Case Card File between Two Different Firms

Dear Michael,

If two different firms are using A1, and a Case goes from Firm A --> Firm B ~

Is there a way to copy and transfer the entire/most of the Case Card information?

Thanks!
by LMSSC
Wed Nov 20, 2013 11:21 am
Forum: Archives - A1-Law Desktop Software
Topic: Custom Rolodex - Case Search - Setting Up
Replies: 1
Views: 1724

Custom Rolodex - Case Search - Setting Up

Dear Michael, Thanks again for your previous help! We please need your assistance in the following: We are trying to do a Custom Search of all current Cases which would have the following parameters: 1. Where the City of San Bernardino is the employer Note: We have several cards in the rolodex which...