Set up Calendar, Tasks, Professionals and QuikDocs tabs to synchronize with Outlook.

Learn how to synchronize your data between Trustee Suite and Outlook.

Learn how to perform online backups daily and keep them in a safe place.

System Filters are pre-defined filters that you may choose to use instead of creating your own custom filters.

The ‘General’ tab of the Case Filter Builder – All Cases screen is a quick way to select basic case and date fields for your filter.

Using the Filter Maintenance screen of Snapshots allows you to edit any custom filter displayed in the filter list.

Using the Filter Maintenance screen of SnapShots allows you to delete any custom filter displayed in the filter list.

When you create a temporary filter the application automatically applies the new filter to the current SnapShot selected on the main SnapShots screen.

The ‘Advanced’ tab of the Case Filter Builder allows you to create powerful search operations from data fields in Trustee Suite.

Learn how to create customizable filters to query data in the Filter Builder screen.