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Customizing Drop-Down Menus (List Items)

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

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 

Go to Setup > List Items

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Select a menu item

At the top, you will see the list items provided

You can then add edit or delete items from this section to customize your drop down options.

Updated on July 2, 2019

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