Convergence User Manual Table of Contents

CONVERGENCE USER GUIDE

Basic Convergence Navigation

     Logging In

     The Convergence Interface Top Bar

     The Convergence Popup Menu

     Task and Appointment Reminder Popup

     Current Case and Case Information Header

     The Navigation Page

     Saving Data

Case Basics

     Entering New Cases

     Case List

     Closed Cases

     Editing Cases

     Searching for Cases

Case Contacts

     Entering New Contact Info

     The Case Entry Progress Bar

     Getting Contact Info

     Assigning Existing Contacts to Cases

     Listing Contacts

     Searching for Contacts

Case Notes

     Entering New Notes

     Note Timer

     Information Display

     Case Note Lists

     Editing Case Notes

     Search for Notes

     Hourly Rates

Generating Letters and Reports

     Generating a New Document

     What Templates Do

     Template Based Documents in the File Directory

     The Letters/Reports page

     Viewing and Editing Template Documents

Uploading Case Documents

     How to Upload Files

     Older Versions of Files

     Viewing an Uploaded File

     Deleting an Uploaded File

File Management

     Where to Find File Directories

     Template Based vs. Uploaded Documents

     Intake and Referral Forms

     File Details

     Using File Folders

     Moving Files

     Editing Documents

     Emailing Documents

     Deleting Documents

     Older Versions of Uploaded Files

     Admin File Manager

Scheduling Tasks and Appointments

     Appointment Popup

     Task View Popup

     Task and Appointment Reminder Popup

     Appointment Types and Locations

     Case Schedule Page

     Monthly Calendar View

     Daily Calendar View

     Yearly Calendar View

     Task Manager

Invoicing

     Invoice Items and Case Notes

     Adding New Invoices

     Invoice Lists

     Editing Invoices

     Reordering Invoice Items

     Combining Invoice Items

     Outstanding Balance

     Invoice Templates

     Invoice Export

     Invoice Search

Case History

Case Inventory

Envelope Printer

Referral/Intake Forms

Closed Cases

TEMPLATE MANAGEMENT SECTION

Convergence Document Templates

     Introduction

     Editing Templates

     Automatic Billing for Document Generation

     The Data Tag Palette

     The Template Type Menu

     HTML Templates

     Text Templates

     Word Export Templates

     MS Word Export Technical Notes

     PDF Templates

Uses of Templates

     Letters and Reports

     Invoices

     Macros

     Envelope

     Interface Elements

Convergence Template Markup Notation

     Tag Notation

     Data Tags

     Conditionals

     Table and Repeat Segments

     Macros

     Inline Macros

     Macro Example

     Directives

     Year,Month, and Day

     Checkbox Fields

     Page Breaks and Page Numbers

     Variables for Tracking and Counting

     Template Markup Examples

ADMINISTRATION SECTION

Setting up Convergence

     Hosting, domain name, and SSL certificate

     Creating a MySQL database

     Uploading the Convergence installer

     Installing, setting up database and admin passwords

     Registering Convergence

     Setting up names

The Admin User Account

     Adding the First New User

     Privileges of the Admin User

     The Administration Menu

     The Admin Navigation Menu

     Setting Preferences

Managing Contact Types

     Adding a New Organization Type

     Reordering Organization Types

Data Field Configuration

     Field Types

     Changing Field Options

     Reordering Custom Fields

     Deactivating Custom Fields

     Special Purpose Fields

Managing Convergence Users

     Listing Users

     Adding/Editing User Accounts

     User Privileges

     Password Management

     User Roles

     User Activity and Time Tracking

Managing Hourly Rates

     Assigning Hourly Rates to Case Activities and Case Types

Managing Color Codes

     Conditional Markup Scripts

     Color Code Example

Deleted Files

Special Admin Only Interface Templates

     Case Info Header

     Case List Extra

     Contact Info

     Note Details

Data Backups

     Managing Backup Servers

     Scheduling Automatic Backups

     

The Convergence Database

     Accessing the database with PHPmyAdmin

     Convergence Table Structure


This manual is published by Convergence Case Management Data Retrieval Software, LLC, whose software products are provided for use by parties who have paid for and have a current license to operate the software described herein.

Information in this manual is subject to change without notice, and does not represent any commitment on the part of Convergence Case Management Data Retrieval Software, LLC. The software described in this manual is furnished under a license agreement and may be used only in accordance with its terms and conditions.

 © Copyright 2025 Convergence Case Management Data Retrieval Software, LLC

This manual contains propietary information which is protected by Copyright. No part of this document may be reproduced, translated into any language or computer language, or transmitted in any form whatsoever without the prior written consent of Convergence Case Management Data Retrieval Software, LLC.