Calendar

The Calendar tab displays all the calendar events associated with the selected notebook. The calendar keeps track of appointments, tasks and events by category, type, location, due date, matter number, etc. The Calendar tab is read-only for Entities, Vendors, and Corporate Secretary notebooks. Events must be added and updated in the in the Calendar notebook, which requires the Calendar Manager. No limit exists for the number of calendar events that can be assigned to an entity. From the Calendar tab, you can also:

Open the Calendar notebook for any event and edit its information by clicking the dotted right arrow in LawManager Web.

The Calendar tab is accessed by clicking on the tab in the binder section of the following notebooks: Entities, Vendors, Corporate Secretary, Matters, Contracts, Litigation. If you have questions about entering or modifying tab data, refer to Adding Tab Data, Updating Tab Data, or Deleting Tab Data. The Calendar tab displays in tabular view as described below.

Calendar Tab Field Definitions

Field	Description	Required (Y/N)
Matter	The matter associated with the record in the main section of the notebook.	Y
Type	Indicates the type of event (e.g., Meeting, Court Appearance, etc.)	Y
Date	Displays the primary date of the event including the day of the week. The caption for this event can be set by event category. For example, Invoice Approval events can use this field for the due date. Note: When accessed from the Entities, Vendors, or Corporate Secretary notebook, the heading for this field is Filing Date.	N
Time	Specifies the start time of the event.	N
End Time	Specifies the end time of the event.	N
Status	Indicates whether the event is Active, Completed, or Cancelled based on the Status radio option selections.	y
Description	Contains notes about this event in the field. To view the contents of the note without scrolling, click . The Memo dialog box displays.	N
Category	The field indicates a category for the event.	N
Status Flag	Indicates the status of the event (i.e., Active, Completed, or Cancelled.)	Y
End (Web) Termination (Pro) Date	The ending date for the event including the day of the week. The caption for this field can be set by Event Category. For example, Corporate Filing events can use this field for the Termination Date.	N
Completed	Contains the date when the event was completed. This field may not appear in detail mode depending on the selected event category.	N
Location	The location of the event.	N
Subject	The subject of the event. To view the contents of the field with out scrolling, click the . The Memo dialog box displays.	N
Assigned	If this field displays, enter any notes about the assignment. To enter or view the contents of the note without scrolling, click . The Memo dialog box displays. Note: This field displays when accessing the Calendar tab from the Matters, Litigation, or Contracts notebooks only.	N
Parent Event	This field displays the parent event if this is a child event. This field is populated by the Calendar Rules Engine.	Y
Invoice	The invoice to which the approval event is related. This field should display the invoice number and the vendor name.	N
Budget	The matter budget to which the approval event is related.	N

Note: LawManager tab records include fields containing audit and security information. For a detailed explanation of these fields, see Viewing Audit Fields and Security Information.