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General

Handy information to general topics.

Proclaim desktop

Issues happening within Proclaim Deskop


Accessing any case history makes Proclaim hang for some users
Action window appearing off screen
Add the Time Management screen to Main Case Handling/Proclaim Desktop
Additional client details have been added to a client case but are not pulling through to the matter
Adding a new option within an option field
Address block field coming up blank on the client screen
Adjust the interest rate following the Bank of England rate change
Amend the Activity field in case history
Amending non-working days
Automatically expand attachment lines in case history
Blank Fee Earner in Handler Maintenance
Cases slow to open when MCA is enabled and another user already in the case
Can the screen co-ordinates be reset?
Can the starting number of the case number sequence be changed?
Change my details that automatically appear in correspondence
Change the cost rate grade I record against
Clear Users Local Document/ Forms Folders At Next Login
Colour code by Action type in the history of cases
Date field defaulting to today
Dictated email not appearing correctly in a linked action
Documents are going into the wrong folder in the history
Documents appear in the Viewing Pane in landscape mode
Document Search, not working no results
Document shows blank when run on a case but visible in Workflow Maintenance
Docking a screen
Frozen on linked action
Hide correspondent details from searches/queries?
How do I create a mailshot?
How do I limit the history to the last 100 items?
How to adjust cost grades
How to diarize an action within maths editor
How to transfer history items to a new case
How to remove users from selection lists
How to set a default action correspondent
I can't see any documents in my viewing pane
Images not loading in the viewing pane
Imported File wording in History Details
Increase history lines per page in a case
Increase the maximum number of cases open at once
Invalid character code found in source data for codepage
Is it possible to stop the Cost Category warnings when Accepting an Action?
JPG attachments aren't opening when clicking Display Document
Linked action hanging when producing a document
Make a field so it cannot be changed by a user
Name Correspondent automatically has capitalises
No Preview Filter Available
Search for cases with a certain criteria
Searching for a template within an Action
Screen wont fit error
Sticking when loading Proclaim Desktop
STOP invalid screen name passed to screen viewer
Toolbar Program Shortcuts/ Favourite selection
Proclaim Desktop Menu and the Viewing pane disappeared
Proclaim Desktop screen wont open
Remove a correspondent from a case
Unable to see certain history items
Using the mail received date for incoming mail
Unable to view query options
Unable to view or amend other users tasks
Unable to save amended history documents
Unable to move around the screen during a linked action
Warning: Opening files outside of Proclaim
Word not opening when editing a Send Letter
Why am I unable to open Proclaim Editor?
Why am I unable to view any screens in a case?
Proclaim Emails

Emailing within Proclaim


A program is trying to access email address information
Add or amend an email address to a user in Proclaim
Allowing drag & drop of sent items
Attempt to exceed maximum size of CHARACTER variable error
Automatically delete emails from Outlook when processed into Proclaim
Change email font and size
Create an email template with an attachment in Workflow Maintenance without a linked action
Default Email Font
Documents on emails are sending with a blank letterhead
Draft Emails Folder not showing
Emails to open in outlook instead of opening in browser
Error dragging emails from Outlook into Proclaim
Email screen automatically goes half way down when trying to type an email
Enable the Proclaim Outlook Add-In
Error: 'The total length of the fields in an index exceeds max key size'
Error when using Outlook Add-In - There is no Proclaim System to connect to
Error message when sending emails
Error when sending emails with attachments - Error Occurred while Accessing Component property/ method
Error when sending emails with attachment
Find or update email profile name
How to amend the email subject
HTML code appearing in email sent from Proclaim
Last letter date to show on emails
No Email Icon
OLEDragDrop errors dragging into the history
Published app mail profile not connecting
Remove an incorrect email address from the suggested list in Proclaim
Sending emails on behalf of somebody else
Signature name has an @ Symbol in it
Suppress Draft Messages
Update an email signature
Unable to send emails from within Proclaim
Unable to send emails html box is missing after 3.5 upgrade
Use history details as email attachment filename
When dragging and dropping emails I get 'error reading xml file'
Your message is too large to send (Outlook)