The workspaces which MaxBilling will report for are listed in Workspaces tab, along with additional information:
◼Workspace Name – name of the workspace.
◼Status Name – a text field that shows the current status of the workspace set in Workspace Details – Advanced Settings.
◼Workspace Artifact ID – Artifact ID of the workspace.
◼Matter Name – name of the corresponding Matter.
◼Matter Number – number of the corresponding Matter.
◼Client Name – name of the corresponding Client.
◼Client Number – number of the corresponding Client.
◼Location – the Location information is synchronized by the MaxBilling Admin Object Sync Agent automatically from the Workspaces’ Keywords field using the following convention:
- [Location name] ;
- The first string value followed by a semi-colon in the Workspaces’ Keywords field will be shown in the MaxBilling -> Workspaces -> Location.