Role Administration

Legal➤ Role administration

*To make optimal use of role administration within BaseNet’s online CRM it is essential to follow the following steps:

Settings ➤ Company settings ➤ Legal ➤ Role administration

When performing regular actions, calendar, events and tasks can be linked to these actions.

Performing an action appertaining to role administration

Click on ‘New’ A new window appears in which various data can be entered:

Matter
Here you can link a matter. The action appertaining to role administration is directly linked to the matter and is therefore also accessible from the matter screen.

Role number
Here you can enter the role number.

Court
Here you can specify a court by selecting one.

Role reference
Here you can enter the reference code.

Actions
Here you can select an action which you have made in the company settings. By entering the date, you can automatically create a calendar event and subsequent tasks.