Working with lists

1. Click a button on the main menu.

2. In File details, click a button on the Taskbar.

3. Use the controls at the left to filter and sort the list, for example click Tasks and select the Include Done Tasks checkbox.

o To go to a different page:

§ Use the scroll bars on the right-hand side to go up and down.

o To refresh a main list:

§ Click Last Refresh at the upper left to force the list to be refreshed. Main lists are refreshed automatically about every 10 minutes.

● To add a new item:

o In the list view for items of the type you want to add, click New on the Taskbar.

o Or on any list view, click the down arrow next to the New button and choose the type of item.

● To open an item:

o Select an item in the list with a single click, and click Open on the Taskbar.

o Or simply click its icon at the left, or double-click the item.

● To assign an item to a File:

o Select the item in the list and click Add to File on the Taskbar.

● To open the File assigned to an item:

o Select the item in the list and click View File on the Taskbar.

● To delete an item:

o Select the item in the list and click Delete on the Taskbar.

§ Note: Deletions of some items are not supported in Amicus Anywhere (e.g. Files).

● To do a Time Entry:

o Select an item in the list, and click Do Time Entry on the Taskbar.

● To open the Time Entry created on an item:

o Select the item in the list and click View Time Entry on the Taskbar.

● To create a Phone Call for a Contact:

o Select a contact in the Contacts list, and click Call on the Taskbar.

o Or select a phone call in the Phone Calls list and click Return Call on the Taskbar.

● To create an Email for a Contact:

o Select a contact in the Contacts list, and click Email on the Taskbar.