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Frequently Asked Questions
(Prevail 3.9.2)
Q. How do I change a client's case number after they've already been activated?
A. In Prevail, click Utilities | Change Case Number and enter the new case number.
Click OK when you're finished.
Q. How do I change the name that automatically comes up on the Prevail login screen?
A. Click Start | Programs | Prevail | Prevail Settings. Under "User", change the
"Login ID" field to whatever name you'd like. Make sure the name has been added as a
Prevail User or it will not show up in the list. Click the Save button.
Q. The wrong city comes up every time I enter a zip code. How do I fix it?
A. Sometimes a zip code can have more than one city. If the city Prevail pulls up is
more often wrong than right, click Data Bank | General | Zip Codes. Type the zip code you
want to fix and press Enter. Highlight the city and zip code and click the Edit button.
Change the city information and click Done.
Q. How do I update Prevail?
A. First connect to the Internet. Next, open the Prevail Control Panel and click Auto
Update. On the window that pops up, place a checkmark next to each item that is
in the list. Click the "Download & Apply" button. The program will download all chosen
components and start any update program. Follow the instructions that appear on the screen.
Make sure everyone is logged out of Prevail before updating the server.
Q. Why is my Document History out of order?
A. Prevail defaults to date order because it is more accurate than a document number.
Click the column header that says "###". It should resort the list in the manner you're
most accustomed to seeing. You can sort any grid in Prevail by clicking the header of the
column that you want sort.
Q. How do I add new users to the system?
A. As long as your security is set for Super User, you can add new users to the system.
Click Utilities | Users and click the "New" button. Enter all the pertinent information
under the "User Information" section on the right side. If you don't have all the person's
info, don't worry. You can get by with just the Login and at least their first name.
Click the "Save" button at the top when you're finished. Click "Done" to exit the users
utility.
Q. How do I make some of my merge documents available for my prospects?
A. Click "Forms" and highlight the form you want to use. Click the "Edit" button.
If you want to use the document for prospects, change the law type to PR. If you want
to use the document for both prospects and clients, change the law type to blank. Click
"Done" when you're finished.
Q. How do I use the "Custom" tab?
A. Click Data Bank | Personal Injury (or Social Security) | Custom Field Labels. Enter
a name for each field you'd like to use on the "Custom" page. When you're finished, click
"Done". The next time you click "Update" you'll see the fields you gave names to will be
available for entry.
Q. When I click the "Notes" button, nothing happens. Why?
A. The case notes window has been moved off the visible desktop screen. Click the
"Notes" button once. Hold down the Alt key on the keyboard and press the spacebar. Next,
press the X key. The case notes window should be maximized on your screen. Click File |
Close to save its position. The next time you click "Notes", the window should appear.
Q. When I close a case, I get a message saying "Location of Closed File". What does that mean?
A. This is an optional field for use with your office record keeping. If you have a
place where you store the hard copies of all paperwork for a particular file, you can type
that information here. For example, if you store boxes of paperwork in a warehouse somewhere
you may type "Warehouse A, Box 25, Folder D". You're not required to type anything into the
box. It's for your internal office use.
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