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User Newsletter – June 2020

What’s New

Grouping of Customer Fields in CosmoLex 6.8

When it comes to custom fields, often there are groupings or categories of these fields used for different purposes. To allow grouping, we have released a custom ‘Pages’ function. 

This is just one of the many enhancements released on June 7 with CosmoLex version 6.8.0. Read about the full release here

User Tips & Tricks

Utilize the User Set-up Guide for New Users

Are you adding New Users to CosmoLex and want to make sure that you are giving them a great starting off point? Setting up a new account may seem like a daunting task for any new user. Our CosmoLex team has put together a User Set-up Guide so that your new users can get up and running and become familiar with CosmoLex and all of the resources we have available. Click below to access now!

CosmoLex User Set-up Guide

CosmoLex User Resources

The CosmoLex Training Team

The CosmoLex Training Team is here to help guide you in learning the everyday use of CosmoLex by offering System Setup Calls, Daily Online Training Classes, and 1:1 Online Training Options. We understand that learning a new tool can seem overwhelming, that’s why we’re here to help. 

Whether you are new to CosmoLex, or a long-time customer, we are happy to help you utilize CosmoLex in the best way possible.

Visit support.cosmolex.com or email onboarding@cosmolex.com to learn more.

CosmoLex Corner (Employee Spotlight):

Bernard Reeves, Account Manager

The Leukemia & Lymphoma Society of NC is a part of the largest voluntary health organization dedicated to fighting blood cancer in the world. The LLS’s mission is to cure leukemia, lymphoma, Hodgkin’s disease, and myeloma, and improve the quality of life of patients and their families. The research funded by the LLS has funded countless drugs for other forms of cancer, which started as treatments for blood cancer.

For Bernard Reeves (known to many as B.) an Account Manager on our Sales Team, the Leukemia & Lymphoma Society of NC is a cause very important to his family. Brother of a Leukemia and Brain Cancer survivor, Bernard became involved with the Triangle Area Chapter when a family friend nominated him as a candidate for the 2020 LLS of Triangle Area Man of the Year last fall. The ten-week fundraising competition began March 3rd, just weeks before Covid-19 shut down North Carolina with its Stay at Home order. Luckily, Bernard was able to get in some crucial in-person meetings with corporate sponsors before turning to an email, phone, and text campaign while in lockdown. Proving difficult for people to say no when learning his brother’s story and why he was raising the money, Bernard was able to raise over $130K for the Leukemia & Lymphoma Society of NC in that short amount of time earning him the title of Triangle Area Man of the Year!

If you would like to learn more about the Leukemia & Lymphoma Society, the work that they do, and how to donate, please visit https://www.lls.org/

Other Resources

Legal Accounting Guide eBook
Daily Training Classes
Make a Feature Request
LexLeader Loyalty Program
Bookkeeping Services

Updated on October 19, 2020

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