Download v3 - Prevail

T H E
P R E V A I L
C O N T R O L
P A N E L
To use the TIMESHUTDOWN command, click the ‘Broadcast Message’ button,
type, “/TIMESHUTDOWN Please shutdown Prevail. Prevail will automatically
close in 5 minutes,” and click the ‘OK’ button.
Clean Calendar
Old appointments and to-dos that are no
longer needed, do nothing but slow down
the calendar. To remove older calendar data,
click the ‘Clean Calendar’ button. For both
the ‘Appointments’ and ‘To-do’ section, set
a cutoff date to remove all data before that
date. Click the ‘Clean’ button to remove the
data
Quick Backup
The ‘Quick Backup’ will create a ZIP file of your Prevail database files, and store
them in the P:\Prevail\Backups directory, where P:\ is your mapped server drive.
The ‘Quick Backup’ does not backup your documents, client folders, or any other
documents within the Prevail directory. You should still run a tape backup or
some other form of backup on a regular basis.
If you ever need to restore from a ‘Quick Backup’, you will need a ZIP program
such as PKUnzip or WinZip.
Security
‘Security’ allows you to set non-Super user privileges such as the ability to
add/edit/delete merge letters and forms, activate/close/delete prospects,
close/delete cases, modify firm-wide options and use the Claim Utility. You must
be a Super User before you can modify the security options.
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