Connor Brown
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Activity overview
Latest activity by Connor Brown-
Connor Brown created an article,
Create and Edit Contacts with Custom Fields
Custom Fields can be utilized to include additional information in Clarra, and the Contacts Section is particularly useful example of this. This video shows how to create a Custom Field denoting wh...
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Connor Brown created an article,
Generate Reports
Clarra offers pre-built Standard Reports that provide useful information about specific Sections, requiring just a few clicks. This video shows how to generate a pair of Standard Reports, as well a...
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Connor Brown created an article,
Log Emails, Texts, and Phone Calls
Learn how to quickly log Communications Items and connect them with their relevant Matters and Contacts, making use of the cohesive organization features of the Clarra platform.
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Connor Brown created an article,
Events Overview and Creation
Learn how to add new Events on Clarra and utilize the Calendar View and List View features to organize Event Information as best suits your workflow.
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Connor Brown created an article,
Configuring Regional Formatting
Clarra is adaptable to your company's needs, wherever your company is. This video shows how to update the Date, Number, and Currency formats on Clarra to match what your company uses.
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Connor Brown created an article,
Manage and Reassign Matters and Events
Learn how to quickly reassign Matters and Events from one User to another. This video shows how to reassign all of a User's Events to another User or select specific Events, and describes some of t...
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Connor Brown created an article,
Navigating the Clarra Analytics Dashboard
Clarra's Analytics Dashboard provides an interactive, filterable, data-driven means by which to gain insights into your company's profitability, efficiency, and more. This video shows the wide vari...
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Connor Brown created an article,
Manage Saved Views and Update Table Settings
Saved Views allow you to access Custom Filters with just a click, so you see relevant information and data instantaneously. Table Settings offer a convenient way to organize how information is disp...
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Connor Brown created an article,
Navigating Clarra Dashboards
Clarra offers Users several Dashboards that streamline your workflow with quick access to tools and shortcuts to various Reports and Sections. This video provides an overview of the Standard, Manag...
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Connor Brown created an article,
Template Creation and Document Generation
Many companies rely on templates to send standardized documents and forms to clients, and Clarra’s Template and Document Generation feature provides a convenient and reliable way to merge data from...