Top 5 Considerations for Planning the Move to Lightning

December 12th, 2017|Categories: Tips & Tricks|

For a few years now, the movement has been afoot for a transformational modernization of the Salesforce platform user interface that AdvoLogix is built upon. Over this time, early adopters of this new interface, called Lightning, faced challenges as with any new shift. Iteratively, the experience has become better and better. It’s now that you […]

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 […]