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Settings

How to Add/Edit List Items
Click HERE for a video on customizing your dropdown lists. There are numerous drop down menus throughout the program in which you can customize.    Go t...
Thu, 8 Jun, 2017 at 9:57 AM
How to Add a Timekeeper
In Cosmolex, you can create various timekeepers (those who have an hourly rate) whose time will be tracked and billed along with their default rate. If Time...
Tue, 28 Feb, 2017 at 10:17 AM
Program Settings
Your various settings options are located under the SETUP tab. Here we have broken down each section. Be sure to Click SAVE at the top right of each sec...
Thu, 8 Jun, 2017 at 9:32 AM
Setting Up Inactivity Timeout in Cosmolex
Go to Setup > My Settings > Security > where it says "Inactivity Timeout in Minutes" choose the minutes by clicking the up and down arr...
Wed, 29 Mar, 2017 at 2:24 PM
How to Add Descriptions to Timekeeper Rate Levels
Adding Descriptions to Rate Levels   This feature allows custom descriptions to be added to a Timekeeper’s rate levels.  Users can view descriptions in the...
Thu, 8 Jun, 2017 at 10:01 AM
How to Create Shorthands
This feature will allow users to create abbreviations for frequently used words so that they need not enter the full word or phrase and just enter the abbr...
Thu, 8 Jun, 2017 at 10:04 AM
How to Customize Your Dropdown Lists (List Items)
This feature gives you the flexibility to add/edit commonly used items to the drop-down lists for memos, matters, titles, tasks, expenses, categories, and ...
Thu, 26 Jan, 2017 at 9:59 AM
Global Add Shortcuts In Cosmolex
One of the newest features in Cosmolex is the Global "Add" shortcuts.  The Global Add Shortcuts consist of common activities, accessible from ...
Thu, 26 Jan, 2017 at 10:08 AM
Managing Custom Labels
Within CosmoLex, you can create and manage labels which can be tagged to various items, such as matters, events, task, emails, notes, and documents. These a...
Tue, 7 Feb, 2017 at 10:06 AM
How to Change your Date Format
Users can set the way the date is displayed in the program. Start at the Setup page. Click the "My settings" tab. Click the "Us...
Tue, 27 Dec, 2016 at 8:34 PM