Best Practices > Utilities
Utilities
In addition to the functions used for day-to-day work, Amicus provides several utilities that Amicus Administrators will find helpful. For effectiveness, most of these utilities require that they be performed:
By an Amicus Administrator with Firm Files and/or Firm Contacts rights (to ensure that as many records as possible are accessible for processing)
When all other Firm Members are logged out (to ensure that no records are locked from processing)
|
Utility |
Purpose | Location |
For more information... |
| Change Assignment | Assign or remove one or more Firm Members on several Files, Contacts, or To Do's. Run whenever desired. |
Files, People, and Tasks modules > Actions menu |
In Amicus Attorney User Help or Guide: Files > Working with Files > Changing Firm Member assignments on multiple Files People >Working with People records > Changing Firm Member assignments on multiple Contacts Tasks > Working with Tasks > Changing Firm Member assignments on multiple |
| Transfer Records | Assign a Former Firm Member's Files and other records to the Firm Member taking over their work. | Office module > User Management > Actions menu | Transferring Firm Member data |
|
Change Phone Label |
Ensures consistent use of either "Mobile" or "Cell" as a Phone Label throughout all Contact and Firm Member records in the firm. WARNING: May affect three-way synchronization with mobile devices. Can be run occasionally. |
People module > Actions menu |
In Amicus Attorney User Help or Guide: |
| Find Duplicate Contacts | Search for duplicate Contacts and, if desired, merge them. Run occasionally. |
People module > Actions menu |
In Amicus Attorney User Help or Guide: People > Working with People records > Finding duplicate Contacts |
| Check Referrals | Populate the Contact Referrals after upgrading from Small Firm or Amicus Attorney earlier than Version 2012. Can be run occasionally to pick up Referrals entered manually. | People module > Actions menu | Resolving File Referrals |
|
(Billing) Consistency Checker |
Check for client matter inconsistencies (e.g. Billable Files that lack a Primary Client). Required before licensing Amicus Billing for the first time. Can be run from time to time by any firm. Doesn't manipulate data. |
Tools menu |
In Amicus Billing Administrator Help or User Guide: Getting Started > Ensuring data consistency |
|
(Billing) Mass Time Entry Change |
Change Billing Rate and/or Billing Behavior in several unbilled Time Entries. Run whenever desired. |
Time-Fees view of Billing-side Time module > Tools menu |
In Amicus Billing User Help or User Guide: Time, Fees, and Expenses > Mass change to Time Entries |
| Automatic Backups | Backup your Amicus Database on a regular schedule—we recommend daily. |
Office module > Firm Settings Maintenance - Utilities |
Database Backup and Restore |
|
Unlock Records |
As an emergency measure, to unlock Amicus records. |
Office module > Firm Settings Maintenance - Utilities |
Other maintenance utilities |
| Refresh Tutorial | In rare cases, rebuild the Tutorial Office if it does not open properly, or its sample data is not adjusted relative to today's date. |
Office module > Firm Settings Maintenance - Utilities |
Other maintenance utilities |
Related Topics
