ATOM Admin user who has access to the Common Settings tab needs to apply this Article Instruction.
DESCRIPTION
This article is written with step-by-step Instructions to Add a New Fee Earner.
STEPS TO FOLLOW
1. Go to Settings
2. Expand Category Lists
3. Select Fee Earner List
4. Click on the + Add Fee Earner button
5. Type in Initials: e.g. AF
6. Type in First Name: e.g. Alex
7. Type in Last Name: e.g. Foreman
8. Click on Blue Save button
NOTE: You must fill in the RED * (asterisk) fields as they are 'Mandatory'
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THINGS TO KNOW
- First and Last name does NOT automatically populate in the Initials fields
- Only New Fee Earners can be DELETED (if no transactions/matters are assigned)
- No $ sign when Rate field = 0.00
Please contact ATOM Support Team, if above instruction does not resolve the issue:
Phone: 1300 997 207
Email: atomsupport@dyedurham.com