The purpose of the Global Create button is to provide you with one location from which to create entries. This means you don’t have to jump around from screen to screen to get things done and entries created.
The Global Create Button is located next to the quick search bar in the top, right-hand corner of the screen.
This menu consolidates the navigation for the creation of entries throughout the system. When accessed on an open matter screen, matter and client details will be inherited by the transnational and entry screens for quicker entry.
| Info | ||
|---|---|---|
| ||
Ex. A time entry created on the homepage will launch a blank time entry form where you will have to pick the matter. A time entry created in the context of a matter will populate with matter details including billing status, billing details, and client information. |
| Created outside of a matter | Created within a matter |
|---|---|
|
|
