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Exchange eNewsletter
Exchange • Winter 2015 > Tips and Tricks

Tips and Tricks

The following are tips and tricks to help when using Elite software products.

Business Development Suite

How can I install and use Business Development Suite Mobile?

If you would like to install and use Business Development Suite Mobile you can follow our user guide which provides a straight-forward walkthrough to install all required components for BDS Mobile Gateway and the Server setup.

Read our Business Development Suite Mobile Installation Guide »

MatterSphere

Do you have any tips for navigating screens and fields within MatterSphere?

MatterSphere uses many different field types and buttons throughout the system. Knowing which button does what and the difference between different field types can help you navigate more easily.

Learn how to better Navigate Screens & Fields »

MatterSphere

When using MatterSphere in Outlook I would like to be able to see client and matter data alongside the email – how can I do this?

While client and matter data appears alongside the email in certain circumstances, it does not happen in the inbox. To view the client and matter data alongside the email from the inbox, you will need to change the view:

3E

How can I allow only certain Timekeepers to work on a matter?

3E Matter Working Timekeeper List

This can be done by using the Matter Working Timekeeper List functionality.

A matter working timekeeper list is used to assign a timekeeper or a collection of timekeepers to a matter. It is also used to secure time, cost and charge entry to only those timekeepers in the list or one of its parameters.

Lists can be set up to include or exclude timekeepers based on timekeeper, as well as other criteria such as office or department.

Enterprise

How can I speed up the process for adding Electronic Images in Enterprise?

Enterprise has a fast imaging "secret feature" that allows you to add Electronic Images using a drag and drop method. This feature is available in Enterprise versions 3.4 and above.

  1. Open the Fast Imaging Interface – Can be accessed from anywhere in Elite Enterprise
  2. Using Windows Explorer navigate to the location of the Image
  3. Simply drag the file into Fast Imaging Grid
  4. Save the Image, give the Profile a description, and click save

Design Gallery

I have a calculated field being displayed but I can't total it up in Design Gallery?

This can be accomplished with a little be of crafty XPath 2.0.
Simply use the XSLT "sum" function with parentheses to get a total.
For example:

    sum(/root/FeeSummary/TK/(Rate*Hours)

This example would multiple the Rate & Hours per node and then sum them all together.

 

For more tips and tricks, visit the Knowledge Base at kb.elite.com. If you have a tip or trick you would like to see in upcoming issues or you were able to use one or more of the tips and tricks above, please contact Jillian Loustaunau.