Connor Brown
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Articles
Recent activity by Connor Brown-
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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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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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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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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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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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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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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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...
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Outlook Calendar Sync - Settings and Notifications
When you integrate Clarra with your Microsoft Outlook Calendar, Clarra automatically runs checks to ensure proper synchronization between your Outlook Calendar and Clarra Events. When a discrepanc...
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Analytics Dashboard
There are 4 types of Dashboards available on Clarra designed to make your experience even more fluid, and keep the information you want readily accessible. The Dashboard is the first page you see w...