Utilities
The Utilities menu has options for setting default
information that will be used for all cases, for importing data from
Excel and DivorcePlanner, and for importing and exporting data to
and from Assets+ files.
The Excel import feature is one of the most useful
utilities, allowing you to give clients a spreadsheet that they fill
out themselves using Microsoft Excel (version 97 or later), freeing
you from most data entry
work. |