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"First Steps" Video Series - Organization Settings Part 4 - (Billing Setup)
For more info on HoudiniESQ click here. |
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04. Navigating The System
Navigating The System Logging In The first thing you will need to do to begin using HoudiniESQ is log into the system. Once you enter the URL of the DFEH HoudiniEsq server into your browser's Address bar, you will be greeted by the login screen. Enter your… |
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06. Key Dates (HoudiniESQ 1.8.8+)
Key Dates Key Dates are a new feature in HoudiniESQ 1.8.7. In our experience working with firms, we have found that most of them will require several different customized Date fields to specify important dates to a Matter, such as when a case is going to… |
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Advanced Searching Techniques
Advanced Search The Advanced Search is a powerful tool that can help you find a particular piece of data within HoudiniESQ. It can be accessed from the Practice ribbon, under the Search section. Clicking Advanced Search will bring up the Search window. You… |
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An Introduction To HoudiniESQ
Introduction Hello, and welcome to HoudiniESQ! HoudiniESQ is the new official Case Management System (CMS) for the Department of Fair Employment and Housing (DFEH). HoudiniESQ is a robust, powerful cloud-based CMS designed specifically for the needs of the… |
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Contacts (Complainants/Respondents)
Contacts (Complainants/Respondents) In HoudiniESQ, all Complainants and Respondents are known as Contacts. You can add and edit Contacts through HoudiniESQ, they can be created through the Intake Form, or you can import them using Google Import or the Outlook… |
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DFEH - HoudiniESQ Terminology
HoudiniESQ Terminology In order to better facilitate the transition from the current DFEH CMIS system to the new HoudiniESQ based CMS system, the terminology which is used within the program will be explained within this document. Matter - Matters in HoudiniESQ… |
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Events
Events You may be asking yourself; what is an Event? In HoudiniESQ, an Event is any task performed in relation to a contact or matter which can be tracked via the Calendar. Important: Events need to be tied to Matters within the DFEH system. Ensure that eachEvent… |
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I Need Help and Support for my DFEH Request!
We at HoudiniEsq provide software to the Department of Fair Employment and Housing. The system they contracted from us is hosted in the Cloud at one of our data centers. We are more than happy to help and support the DFEH staff and users who may have a problem… |
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Index - Administration
Index - Administration 1. Introduction - An Introduction To HoudiniESQ, HoudiniESQ Terminology 2. Overview - Navigating The System 3. Profile Setup - Email, Calendars & Personal Templates 4. Contacts - Complainants/Respondents, Contact Types 5. Cases… |
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