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Dan Heintzelman

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Latest activity by Dan Heintzelman
  • Dan Heintzelman created an article,

    Known Issue : Permissions Issues following Salesforce Spring 21' Update

    Known Issue On February 13 and 14, 2021, Salesforce updated a number of Litify customers to the Salesforce Spring '21 seasonal release. Since this update, some customers have reported errors simil...

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    • 1 vote
  • Dan Heintzelman created an article,

    Known Issue: Docrio Zoom Not Showing in Previews

    Product and Version Impacted Docrio Issue Summary In the latest version of Google Chrome (version 88.0.4324.150) , users will notice that Zoom ( + / - ) buttons are no longer visible within Docri...

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    • 1 follower
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    • 1 vote
  • Dan Heintzelman created an article,

    Support Contacts for Common Litify Integrations

    Overview: The Salesforce platform is known for is its seemingly infinite extensibility.  Many Litify firms utilize a wide gamut of 3rd party applications (ESignature, CTI, etc) inside of their Sale...

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  • Dan Heintzelman created an article,

    Switch to a Matter Plan

    Matter Plan Stages can have switches pre-configured. Switches are opportunities to diverge from one Matter Plan to another. For example, a case may go into a settlement negotiation instead of a tri...

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    • 1 follower
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  • Dan Heintzelman created an article,

    Add Task Set to a Matter

    You can add task sets to a matter to quickly modify the requirements. The number of task sets available to the matter depends on how the assigned matter plan is set up.  How to Add a Task Set to a ...

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    • 1 follower
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  • Dan Heintzelman created an article,

    Edit Tasks on a Matter

    There are two ways to edit tasks: inline and directly on the task record. Inline Editing You can edit the Color, Subject, Assignee, and Status directly within the rows of the task table. Navigate ...

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  • Dan Heintzelman created an article,

    Filter Tasks on a Matter

    You can filter Matter Tasks directly within the Matter itself. This is great for managing your own work or drilling into specific statuses or Stages that may need to be completed. How To Filter Tas...

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    • 1 follower
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  • Dan Heintzelman created an article,

    Add Tasks to a Matter Stage

    You can manually add Tasks to a Matter at any time. This allows for flexibility in Matter Plans, Stages, and Task Sets as you're not stuck with only the Tasks that have been added. How to Add a Tas...

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    • 1 follower
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  • Dan Heintzelman created an article,

    Create a Questionnaire (Questionnaire Builder)

    Create questionnaires to gather information and store it in the appropriate place during the intake process on Litify. Make sure to plan your questionnaire before you build it and create questions ...

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    • 1 follower
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  • Dan Heintzelman created an article,

    How do I view the client's name on the task page layout?

    Issue: The task page layout shows a link to an intake or a matter, but does not show the name of the client. It is quite difficult to look at the task and understand which client it is referring to...

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    • 1 follower
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