Q: When I hire a new paralegal, how do I change all applicable To-Do’s, Reminders, and cases over to that person all at once?
A: This can only be done by those with Administrator rights. On the Main Menu, click on the ‘Administration’ button. Then go to ‘Reassign Staff Utility’. Select which items to update and enter previous staff name, new staff name and dates if applicable. Once all desired changes have been entered, click on ‘Run Reassignments’.
Q: How do I customize the ‘Other Input/Steps’ options in the process details screens?
A: When in a Process Details screen, simply place your cursor at one of the blank ‘Other Input/Steps’ fields and type in your field name. A message will appear asking if you would like to add it to the list. If you say ‘Yes’, it will be added to not only that specific screen but for that process type each time after that as an item in the drop down. If you say ‘No’, it will be limited to one instance on that Process Details screen.
Q: How do I add a new email template for the mail merge feature?
A: First, create the email template wording. For each field you wish to auto populate through mail merge, place double brackets around the field name such as: [[lastname]], [[firstname]]. Field names can be referenced in our Data Dictionary – please contact our Support department at Support@ImmigrationTracker.com if you would like a copy. Next, save the file in a .txt format under the Templates Folder of Tracker606, and have the Administrator register the template. Once the template is registered, you may view it under the Additional Tools > Open Email/Word Templates icon.
|