Upcoming Live Training for Minerva Customers
To ensure that you get the best out of Minerva, we will be hosting a number of regular training webinars. These will consist of new features as well as the popular “top tips”.
Our upcoming webinars are listed below. Make sure you sign up if you are free to do so and if the topic is of interest to you. These will also be available on demand if you can’t make the live session.
Training Webinar - Issuing and Editing Quotes
Topics covered:
Default Quote
Editing a referral
Reset Quote
Adding Additional Common Items to a Quote
Adding manual items
Adding negative items – i.e. discount
Editing client email address and Resend the Quote
Replacing Quote in the portal
Creating a Related Quote
To request this training please email Karen Turville karen.t@lawfirmservices.co.uk
Training Webinar - Navigation and Best Practice in Minerva
Topics covered:
Using Filters and Selection options
Portal Activity navigation
Filtering items – ascending/descending
Navigation to a Case using open in a new tab/window
Opening multiple windows
Remember me/Remember this device
Training Webinar - Managing Matters
Topics covered:
Allocating Fee Earners
Allocating Sales Handlers
Transaction won or lost
Save and make live
Abeyance
Updating Milestones
Adhoc notes
Functionality informing client of fee earner allocated
