Firm settings - Customization

• Name - The name of the view being edited.

• Available for Staff- Make the current view available to staff accounts.

• Available for Contacts - Make the current view available to contacts.

• Add Columns - Select the columns included in the view.

• Reorder () - Select and drag to adjust the order of columns in a view.

• Column Header - Customize the column header. By default, the column header is the same as the column name.

• Width - Set the column width.

  • Small - Set the column width to 32px.

  • Medium - Set the column width to 150px.

  • Large - Set the column width to 300px.

• Sort() - Make the current column the sort column and change the sort order. The order is determined by the data type of the column. For example:

  • Dates

    Based on timestamp, where the first entry in the list is:

    • Ascending - date with the earliest timestamp.
    • Descending - date with the most recent timestamp.

  • Numbers

    Based on numerical value, where the first entry in the list is:

    • Ascending - number with the lowest value.
    • Descending - number with the highest value.

  • Text (String)

    Based on alphabetical order, where the first entry in the list is:

    • Ascending - text that begins with the letter 'A' (from A-Z).
    • Descending - text that begins with the letter 'Z' (from Z-A).

• Remove() - Remove the current column. The Name column, which appears by default in all views, cannot be removed.

Select a language to populate the terminology fields with default values for that language.

• Internal Entity - entities that represent parts of your organization. Internal entities can represent departments for audit or tax, different offices, subsidiaries or other sections of your organization.

• Client Entity - entities that represent clients of the organization.

• Other Entity - entities that represent third-parties that are not clients or part of your organization.

• Province - a region in a country. Use the appropriate term for your organization or region.

• Postal Code - a mailing identity. Use the appropriate term for your organization or region.

• Project/Engagement - the term for an amount of work that your organization completes for a given entity. This change is applied throughout the Cloud interface.

• Primary tax registration number description - the name or abbreviation for your organization's primary tax.

• Secondary tax registration number description - the name or abbreviation for your organization's secondary tax.

These fields are only available if you have purchased a CasewareCloud Time license.

Enables users to create, attach, and share the following Google file formats from the Activities or Files pages:

• Google Docs

• Google Sheets

• Google Slides

• Google Drawings

Enables users to preview the following file formats within the web browser:

• Word documents (.docx or .doc)

• Excel spreadsheets (.xlsx)

• PowerPoint presentations (.pptx)

• PhotoShop files (.ps)

• Adobe Illustrator files (.eps and .xps)

Enables users to create, attach, and share the following SharePoint file formats from the Activities or Files pages:

• SharePoint Word

• SharePoint Excel

• SharePoint PowerPoint

After you enable SharePoint mashup, you must enter the server details and admin credentials. Note that integration will fail if two-factor authentication (2FA) is enabled in SharePoint.

SharePoint files are hosted on your SharePoint server. Cloud maintains references to these files with security permissions synchronized on SharePoint and Cloud.

Enables users in your organization to chat with each other in-browser.

After you enable the chat feature, select your preferred option for retaining messages.

Sets the appearance of numeric values.

• Decimal Symbol - the symbol used to denote decimal values.

• Digit Grouping Symbol - the symbol used to group digits. For example, selecting , would result in one million being rendered as 1,000,000.

• Negative - the negative numeric format.

Users can override these display settings in their personal settings.

Sets the appearance of the date and time format.

• Symbol - the symbol used to denote currency values.

• Positive - the positive currency value format

• Negative - the negative currency value format.

Sets the appearance of the date and time format.

• Date Format - the date format.

• Time Format - the time format.

Users can override these display settings in their personal settings.

For calls initiated from Cloud using an integrated VoIP service, the default country calling code is added to the phone number if a country code is not specified. The code must be preceded by a +. For example:

• Default country calling code: +1.

• Contact: Rupert Greer.

• Business number: 416-916-4500.

By clicking on the Business number for Rupert Greer, the VoIP app dials +1-416-916-4500.

Users can enable VoIP integration in their personal settings.

Adds a new custom entity properties group.

Save all changes.

Cancel all changes.

Sort the custom entity property or properties group up or down. This affects the order of the property and properties group on the Entity wizard and Entities profile panel.

Displays the name of the custom entity properties group.

Adds a custom entity property to the properties group.

Displays the name of the custom entity property.

Select the type of value for the custom entity property from the following:

• Multi-line text

• URL

• Email

• Numeric

• Currency

• Date

• Check box

• Single line text

Select to make this field required.

Deletes the property or properties group.