Amicus Migrations: Preparing Users for Export

Amicus Migrations: Preparing Users for Export

To prepare your Amicus users for backup, you should ensure that each user has a correctly associated email address.  The following query will indicate the email address for each user in your firm.

  1. SELECT
  2. Name,
  3. Initials,
  4. DefaultEmail
  5. FROM
  6. People
  7. WHERE 1 = 1
  8. AND ID != 0
  9. AND ID IN (
  10. SELECT PeopleID
  11. FROM UserProfile
  12. WHERE IsFirmMember = 1
  13. UNION
  14. SELECT ResponsibleLawyerPeopleId
  15. FROM [file]
  16. )
  17. ORDER BY
  18. Name ASC;

If a user is no longer with your firm, please enter the email address that they had while they were with your firm. If you cannot recall it, please use an email address such as 'JohnSmith@Test.com'.

To update users, first go to Office > Administration > User Management

Then double-click a user. Notice that there are different "Access Classes" of users. You many need to change the access class you are filtering by to find the user.

When the user pops up, click on "New" next to Communications.

And finally add a Primary email address.

 

 

 

 

 

 

 

 

 

 

 

 

 


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