It's 2019. Have you updated your calendaring rules?
ProLaw does not update rules sets automatically via the web. It's a manual process. To check if your rules are being updated (screenshot below): 1. Go to Tools off the dashboard, setup, rules. 2. Then pick any rule (I would choose the one most important to you). 3. Double click to open the rule. 4. Click on the update info tab in the rules set. The update info tab will show the last update date and update file date. If there aren't any rule updates, then you can at least ch
Year End Vendor Contact Cleanup
One of my favorite firm leaders recently asked me for a ProLaw report she could run to identify which vendors have become inactive in the last year. My initial suggestion was this contacts query: (Contacts Status='active' and Contact Class contains 'vendor') and (does have any (Journals where Contacts Type='P' or Is Spoil='Y')) and (doesn't have any (Journals where Adding Date (Journals)>1/1/18)) *Note this client classifies all vendor contacts with the contact type of vendor