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Automated Billing Update Send just one bill. Jimmy Brake Sep 30, 2008 Added another tool to generate one invoice for many bills. |
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Package Manager Upgrade - CC Other Employees An option to automatically cc (carbon copy) other employees of a company. Sep 16, 2008 Allow other employees of your client to receive automated billing notifications. |
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Time Tracking, Time Billing, Reserved Time A tool to track, reserve and make bills or invoices for time used by lawyers, consultants and other professionals. Jimmy Brake Jul 11, 2008 Easily track your time used while maintaining accuracy then turn that time used into an invoice or deduct from a previously purchased time. |
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Web, Contact, Shopping Cart and other Reports How to use and what each report displays. Jimmy Brake Jun 11, 2008 Details about the many reports and reporting tools inside the DW Alliance CRM. |
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Online Document and Correspondence Archiving. May 23, 2008 Proper document management is crucial for the success of any law firm. |
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Updated Contact Merge Tool May 18, 2008 |
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Automated De-Duplication Tool How to clean you database of duplicate contacts / people. Merge contacts with the same name and other key data. Jimmy Brake May 17, 2008 We made a tool to merge contacts that are just duplicates, and is fully automated. |
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Demographics List View and Edit Why risk marketing to old / out of date / stale company and contacts? May 14, 2008 Pro-actively update and or delete contacts in shared address book, in our Customer Relationship Manager/CRM or contact manager. |
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Using the Event Manager to Manage a Conference Online Conference Management and Conference Registration Catherine Black May 04, 2008 How to setup online and off-line registration and conference management. |
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How to create a list of based on demographic information and export email addresses. Feb 08, 2008 How to export email lists. |
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