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Add a Calendar Event
Enter the name of the event
Mark event as private if you do not wish for this item to display on your calendar when shared with others.
Note: Events linked to a matter cannot be private
If you would like to link this event to a matter, select the matter name
“Share via Client Portal” – Check this to share the event with a client.
Choose the billing status of the event (Billable, Unbillable, No Charge, Billed)
Confirm the date & time
Enter the location if necessary
Add a Custom Label to the event
Enter description if necessary
Enter the email address of the attendees you wish to invite
Add reminders if you (and/ or attendees) wish to be notified of the event ahead of time, either by email or popup
Once created, your event will display on your calendar and any invited attendees with be sent an email regarding the event
If linked to a matter, the event will also display in the matter details section of that particular matter.
After a billable event has taken place, the time and/or expense for this event must be manually entered. You can then change the events billing status to “billed”.
Editing an Event
In Activities click the Calendar tab (or in Matter Details, click the calendar tab)
Click “Edit” or double-click the event you wish to edit. This will bring you to the “Add Event” screen used to create the event.
Change the requested information
After the event is completed, it will be listed in the Calendar section of the matter details (picture above) or listed in the Activities section, under the Calendar tab, in its appropriate day & time slot
View Another User’s Calendar
View List of Calendar Events
Go to Activities > Calendar Tab > Click on Details Tab
In the details tab, you can see a list of all the calendar events.
Print List of Calendar Events
Go to Activities > Calendar Tab > Details
Click on the Export Button
In the Export Grid window, you can choose to export the current page or do a custom export where you can choose the pages you want to export.
Choose the export format(Excel, PDF, CSV)