Home  |  Contact us  | Submit Questions |  Glossary |  Advanced Search   
Search the KnowledgeBase:
Category:
 
 
Knowledgebase Home >> Prevail >> Prevail 4 | Contact
How do i delete rolodex entries in Prevail 4?

2 ways to delete rolodex entries in prevail 4:

First: Unused Rolodex Entries:

In order to delete unused rolodex entries in prevail, you need to launch the Prevail Control Panel Located here: “c: prevail ControlPanel.exe”

 

 

 

You log in same as you would prevail and under the Tools menu, select “Delete unused Rolodex Entries”.

A list will be populated, to delete multiple entries, you hold down the Ctrl  key and select the ones you want to delete and then click “Delete”

 Second: Through Prevail:

If you pull up and View the Rolodex entry you want to delete,  at the bottom there are 5 tabs: (Information, Alternate Contact, Related, Notes, Attached Matters) Click on the attached matters tab.

 The Rolodex entry must have NO entries listed under the "attached matters" tab.

 If there are no entries listed under the "Attached matters" tab, you simplty click the Red 'x' to the right of save to delete this Rolodex Entry.

 

If there are entries listed on the attached matters tab, you will need to detach teh rolodex entry from the matter.

 

Prevail Legal Case Management Software. Prevail Case Management System.Legal Law Firm Software. Case management For Attorneys.Legal Software

 

Would you like to...
Export Options
Book Mark Options
User Opinions
No users have voted.

How would you rate this answer?
Helpful
Not helpful
 
Visitor Comments
Comment #1 (Posted by Klondike)
There is a cricital shortage of informative articles like this.
Related Questions
No related questions were found.
Attachments
No attachments were found.
 
Copyright © Nextage Technologies All rights reserved