Related Topics Getting Started Related Topics Getting Started
The Calendar tab in the Matters Edit Mode allows you to manage matter-specific calendar items.
Fields
Event Description – A comment concerning the event that will display on the Calendar List page.
Event Type – A categorization of the event. Categories are defined in Suite Manager by the System Administrator.
Start Date – The date and time the event is scheduled to begin. The start time will default to the current time (closest 15-minute increment) for appointments.
End Date – The date and time the event is scheduled to end (appointments) or is due (tasks).
Optional Fields
The following fields can be added to the grid by clicking the Options button and selecting the fields (the fields also may be reordered to appear as needed on the page):
Event Category – A categorization of the event.
Private – An indication of whether the event is visible to users beyond the assigned ones.
Reminder – An indication of whether a notification will be sent to invitees before the event.
Buttons
New – Click to create a new appointment or task.
Delete – Click to remove the selected item.
Copy – Click to copy the selected item.
All records/Current records as of Today – Click to open the Date Range Prompt dialog box to filter the list of records shown using specific date parameters.
Reports – Click to access any tab-specific reports.
Export – Click to export the current grid contents to Microsoft Excel.
Print – Click to create an instant report of the current grid contents.
Options – Click to select the number of records to display in the list of items.