Backup - Download - Upload

CasetrackerLaw has many little features hidden throughout the system. These features are not really hidden, just placed in specific locations with-in the system. The hidden feature I’m discussing today is the “Backup” feature and you will find it in the “settings” department. (Top, right-hand side of any page you go to) The “Backup” feature allows users to download their client list, forwarders list, status history and more.

We have given almost every report and table the ability to download to an Excel spread sheet. In order to check to see if the report you want is downloadable, you must generate the report first. If you don’t see a link at the top of the report, then you’ll know it’s not possible to download that report or list at this time. Check out the “Settings” Department for the Backup feature and experiment to see how your download will work.

For example: I want an Excel spreadsheet of all my “prospects”. I can go to the “Backup” feature, select and click the “prospects” download. A dialog box will appear and ask you to name the file and then either open or save the file. Once you’ve saved your excel spreadsheet, you can do many things with it. You can upload the list into the sales tool as “leads”, email the list to a client so they can upload the prospect leads into their own system. Be creative…

Visit www.casetrackerlaw.com and see what other little hidden features there are to uncover.