Search found 408 matches
- Mon Nov 30, 2015 6:25 pm
- Forum: Archives - A1-Law Desktop Software
- Topic: A1 - Insurance Adjusters - Adding and Updating Questions
- Replies: 2
- Views: 17841
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...
- Wed Nov 11, 2015 10:49 am
- Forum: Archives - A1-Law Desktop Software
- Topic: A1 - Insurance Adjusters - Adding and Updating Questions
- Replies: 2
- Views: 17841
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
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
- Mon Jan 27, 2014 3:51 pm
- Forum: Archives - A1-Law Desktop Software
- Topic: Rolodex: View and Delete Only Unattached Entries
- Replies: 2
- Views: 15411
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
- Wed Jan 22, 2014 12:11 pm
- Forum: Archives - A1-Law Desktop Software
- Topic: Rolodex: View and Delete Only Unattached Entries
- Replies: 2
- Views: 15411
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!
For the A1 Rolodex - Is there a way to View and Delete only Unattached Entries (Cards which are not attached to any cases)?
Thanks!
- Fri Jan 03, 2014 1:31 pm
- Forum: Archives - A1-Law Desktop Software
- Topic: Repeating Tasks - Macros? Combination Calendar/Task Events?
- Replies: 0
- Views: 27285
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...
- Tue Dec 31, 2013 12:47 pm
- Forum: Archives - A1-Law Desktop Software
- Topic: A1 Letters/Word Processor - Adding a Logo?
- Replies: 2
- Views: 15518
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
- Tue Dec 31, 2013 11:26 am
- Forum: Archives - A1-Law Desktop Software
- Topic: A1 Letters/Word Processor - Adding a Logo?
- Replies: 2
- Views: 15518
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!
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!
- 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: 8373
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
Possibly just one at this time. Is this something that we can perform with directions or?
Sincerely, Michael Lerner
- 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: 8373
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!
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!
- Wed Nov 20, 2013 11:21 am
- Forum: Archives - A1-Law Desktop Software
- Topic: Custom Rolodex - Case Search - Setting Up
- Replies: 1
- Views: 5989
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...