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Customizing Drop-Down Menus (List Items)

Introduction

There are numerous drop-down menus throughout the program that can be customized to fit your firm’s needs.

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Expense – These are the options available for the expense when entering an expense card. You can also assign descriptions and default prices if necessary.

Labels – These labels can be added to emails, events, tasks, notes etc. for easy categorization.

Matter – These are the options for Matter Name when setting up your matter.

Memo – These are the options available when completing Memo1 for transactions (what prints on your checks).

Rate Level – Create descriptions for each rate level. This will appear when selecting timekeeper rates on matter and time card screens.

Contact Type – Create contact types for use in contact details and conflict checking.

Shorthand – Create abbreviations for words, so that you can enter the abbreviation code in various areas to create certain words or phrases.

Task – These are the options available for the task when entering a time card. You can also assign descriptions, task codes, and task rates here if needed.

Title – These are the options for title when setting up your timekeepers.

Area of Law – Create an area of law with code and choose a class.

Classes – Create a class that can be associated with chart of accounts, timekeepers, and area of law.

How to Add/Edit List Items 

  1. Go to Setup
  2. Select List Items
  3. Select a menu item
  4. At the top, you will see the list items provided
  5. You can then add, edit, or delete items from this section to customize your drop-down options

 

Updated on January 10, 2020

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