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Credenza Pro Features

 
Credenza Pro
Shared Files
Workgroups
Manage Documents
Team Email
Group Scheduling
Common Address Book
Record Time for Others
Track Expenses
Shared Tasks & Notes
Take Messages
Send Invoices
Track Payments
Manage Trust Accounts
Track Retainer Balances
Monitor WIP
Batch Bill
Collection Assistant
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Personal Preferences
Connect from Anywhere
Privacy Options
Security
 

Personal Preferences

When working with other users in a Team, your individual preferences are maintained in the program so that you can work the way you want without impacting your colleagues. You can specify your own defaults, enter your own billing rate values, select your own time entry options and more. To ensure consistency, all settings such as terminology, File types and roles, billing rates and time entry requirements are maintained for the entire Team.

Changes on the Preferences tab will just affect that particular user:   Changes on the Setup tab will affect all Team members:
Preferences   Setup

In Credenza Pro, the person who invites the other Team Members is responsible for the licenses for the entire Team.

 
 

 
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