In this article we are going to discuss the Field portion of Customize Mode in greater detail. This is where you can add custom fields to HoudiniEsq 2.0 as well as modify or change the labels on existing fields. After switching into Customize Mode, you will be able to select […]
Customize Mode – Overview
In this article we will begin to delve into the customization options available for HoudiniEsq/ When logged in as an Admin, you will see the Customize icon as a gear on any form that can be customized. Simply click it to toggle the form into Customize mode. Doing so will open […]
Notes Overview
Notes in HoudiniEsq 2.0 are the most simple type of record which can be created. They can be used to convey information that does not fit into any of the other record categories, such as Events or Todos, or does not have a custom field allocated to it. It’s best […]
Reports – BIRT
Just as in HoudiniEsq Classic, 2.0 also supports BIRT reports. BIRT reports are reports built with a third-party open source tool called BIRT, (an acronym for Business Intelligence and Reporting Tools). The tool is aimed at developers, but any Law Firm that has an IT person on staff can use the tool to […]
Staff Logins and Access
For more specific information on Staff access permissions, view this article. This article will deal with the final 2 components of the Staff record in the Settings menu, Logins and Access. Please click the link in the previous sentence if you would like more information about the Settings menu. The […]
Staff Email Setup
HoudiniEsq 2.0 allows you to connect one more email accounts for the purpose of retrieving and sending mail. Additionally, both incoming and outgoing email can be linked to Matters, and all document-based attachments will be added to the Docs tab of the linked Matter. HoudiniEsq 2.0 offers several major enhancements in […]
Reports – Ad-Hoc (Overview)
The next section of the Reports menu is Ad-Hoc Reports. These are reports which can be created quickly using HoudiniEsq, without any SQL knowledge required and using available in-app menus, as opposed to the more complex BIRT reports for advanced users. HoudiniEsq provides a rich report creation engine in application to […]
Staff Rates
HoudiniEsq uses Rate Types to determine how much an Event is billed for. This is done via the Billing Rate for each Staff member, which can be for a Hourly or Flat (Fixed) rate. Each Matter can be assigned a specific Bill Rate. When a Staff member creates a billable Event, it […]
Staff Records – Main Form
Staff Records in HoudiniEsq 2.0 contain a wealth of information about a current Staff user, and can be used to dictate their current level of access, set up an email account for use by that Staff member, view their recent login activity, and set up rates and compensation. Below, we’re […]
Settings Dashboard – Staff
The Staff section of the Settings Dashboard will allow you to add and manage your current Staff members in HoudiniEsq 2.0. Each Staff record is comprised of multiple sections with information about the Staff member, their rates, compensation, permissions and access, and login attempts. Clicking the checkbox at the top […]