Managing Areas of Expertise

You can set up a list of areas of expertise for your firm's staff. For example, you may want to categorize your firm's expertise by the type of services you offer, such as tax, financial advice, mergers and acquisitions, or consulting. You can also set up multiple levels of expertise in your firm using the Managing Areas of Expertise Levels procedure.

Note: This is a simple list that requires the entry of only a name-like unique identifier; no additional windows need to be set up.

To manage this list item, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Lists under Firm.
2. Click Staff Lists > AoE > Area of Expertise on the navigation panel.
3. Do one of the following:
• Add a record. Click the plus sign beside the Add cell in the grid, enter the new name or identifier, and press Enter.
• Edit a record. Double-click a record in the grid, enter a new value, and press Enter.
• Sort records. Click a column header to sort a column in ascending or descending order, or right-click the cell in the grid and select a sort option from the menu.
• Print the grid. Click Print on the button bar, or right-click the grid and select Print from the menu to print the entire grid.

Note: You must be granted the functional right to add, edit, or delete Lists to perform these functions.