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Settings

Settings customization support for CosmoLex

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...
Wed, 2 May, 2018 at 1:37 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...
Wed, 2 May, 2018 at 1:42 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...
Wed, 2 May, 2018 at 1:47 AM
Setting Up Inactivity Timeout in Cosmolex
Go to Setup > My Settings > Security tab > where it says "Inactivity Timeout in Minutes" choose the minutes by clicking the up and down...
Wed, 2 May, 2018 at 1:49 AM
Using the Search Filter and their Functions
The purpose of the search filter is to be able to search using multiple search fields simultaneously within different sections such as Matters, Activities, ...
Wed, 2 May, 2018 at 1:53 AM
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...
Wed, 7 Feb, 2018 at 9:20 PM
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...
Mon, 31 Jul, 2017 at 5:46 PM
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 ...
Mon, 31 Jul, 2017 at 5:45 PM
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 A...
Mon, 31 Jul, 2017 at 5:43 PM
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...
Wed, 2 May, 2018 at 2:02 AM