The video below covers queries and data views. As always, you can access more information about queries on our support site here as well as data views information here.
Queries are used throughout Centerbase:
- On an Item Homepage like Matters, Contacts, Activities
- On Billing Filters
- Reports and Charts
- On Automatic Actions and Triggers in Workflows - if a query is specified, an automatic action will only occur if the criteria in that query are true for the main record
- Export to Excel (security applies)
- Item Manager - New Folder Creation Criteria
- Mass Updates
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Be sure to check out these helpful resources:
📔 2021 Billing & Practice Management Software Buyer's Guide
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🔍 Centerbase Overview
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💲 Centerbase Pricing
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👀 Request an In-Depth Demonstration
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About Centerbase:
Centerbase is a legal practice management platform that includes robust billing features and fully integrated accounting, all from the cloud.
Our goal is to equip law firms with the tools they need to capture more time, get paid faster, and serve their clients better.
Centerbase is more than just a legal software; it’s the heartbeat of your firm. It’s where the people you need, the information you share, and the data you use to make decisions come together to get things done.
