2014-08-27: NOTES Option on Renewal Tasks

Hi  - update on adding NOTES options on first and last steps in the filing workflow.  New option/box is there you might have seen. Adds the NOTE into the Filing process wizard, on SAVE, the note is created and added to the FILING in the NOTES Tab.  Now, can log those incoming (where did renewal come from notes, and also the how/where sent out notes you wanted to add during the process).  Hope this takes out those added steps to add those important notes to the process. Have great day, DJSRead more

2014-08-12: Opening Multiple Locations

Good AM, got a few questions about how one can open up multiple locations/views in the new BARLAP.  Several ways to do it – You can easily open up multiple locations at once, using some basic web shortcuts: Right click on the link (either location name/view) and select Open link in New tab/window Hold down the CTRL key while clicking on the link For a mouse with a middle button, simply click using the middle button.     Once each page opens, you can navigate to a location or license or any record…Read more

2014-08-08: Removing a License from a Location

To remove a license, the license has to be disassociated from all other locations and links in the system.  Once it’s “on its own”, they you can delete it. To delete from a location. Find the License and select VIEW. Go down to LOCATION tab, see anywhere that the license is associated Select REMOVE on all and click the DISASSOCIATE button – (this removes any license links in the system) Once all Associations are removed, select RETURN TO LIST – go back to base License Page. From there, you can select and DELETE…Read more