Mobile Personal Calendar Update

September 22nd, 2014|Categories: Salesforce.com Updates|

The Winter ’15 update from our platform provider Salesforce.com provides the most noteworthy calendar management updates since the initial release of the Salesforce1 mobile platform. The Today view, Event list and Task management features have seen major enhancements in this update.


The New Today View

The Today view (shown above) has been significantly overhauled. In addition to […]

Customizing the Matter feed

September 2nd, 2014|Categories: Tips & Tricks|

The matter feed is a continuously running dialog of comments AdvoLogix users may post regarding a specific matter. Located at the top of the matter page layout, the Matter Feed centralizes business collaboration, in context with matter management; as shown here

Notice the series of links along the top of the feed. These links are referred to as Publisher Actions and […]