Redbrick Contact Information

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• Information Panel - Find / Keyword Search

  From version 28 onwards the 'information panel' to the left of Redbrick has been redesigned to be more user friendly and readable. There is a handy Keyword Find box at the top of the Information Panel to assist speedy location of whatever you need. ...

• Writing to Clients Separately

  Within the New Document Dialog there is now a checkbox option to allow the user to write to individual Client Contacts separately: When this is selected the display of the dropdown changes to show the number of contacts against the client and the ...

• Information Panel Customisation

  In the left hand Side Panel of Redbrick PM, you can add further details in here that can be seen at a glance, this guide will show you how to do that. Step One Start by going to a real matter, this this example, I'm going to open a purchase file. ...

• Quill Integration - Connect a New User - Administrator

  [This should be done by an Administrator at the firm] Go to Options in top left of Redbrick -> Users and Groups -> [select a user] -> Edit User On the left-hand panel of the window click on Accounts Tick “Enable Quill integration for this user” and ...

• Editing User Details

  You must have Administrator permissions to perform this. From the Options menu, select Users and Groups: In the Users section highlight the user you need to edit or remove, then click Edit User. From here you can change existing information, add more ...