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Enter Calendar Events

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Edit
Searching
Delete
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Entering Events onto the Calendar

To enter an event onto the calendar.

1. Enter the desired Date or Select the month, year and click on the desired Day.

2. Select the person code whom you would like to make an entry for.

3. Select the Client/matter/Sub Matter ,and calendar code you are making the entry for.

4. Enter the event starting and ending time.

5. Enter the note for the event.

6. Save the event by clicking on the Save button.

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Editing Calendar Events

To Edit a Calendar Event

1. Find the record you to edit.

2. Make the appropriate modification.

3. Save the record by hitting the Save Button.

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Searching for a Calendar Record

To Search using the Function Keys

1. Place the cursor in the Date Field. Enter the desired date and press F9. Use F8 to go to the next record and F7 to go to the previous.

2. The search is started against the first most matched record to your entered criteria.

To Search Using a Selection List

1. Click on the Selection List Button located at the end of either the Date Field to display the Calendar/Statue Lookup Dialog.

2. Do one of the following:

    a. Click on the desired entry and then click on the OK button.
    b. Click on the Search button, enter appropriate data for the selected column and click on OK.
    c. Click on OK a second time to select the record.

To Search Filtering Calendar Events

1. Enter appropriate information in any or all of the following fields:
    Person - to select the calendar events of a particular person
    Date - to select the calendar event where the date is Greater Than or Equal To.
    Client, Matter, Sub Matter Number - to select a particular Client-Matter

    Make certain that you TAB out of the field, failing to do so will not allow the
    filtered list to work.

2. Click on the Filtered list button.

3. Click on the Filtered List button to display the Calendar/Statue Lookup List.

4. Click on the desired entry and then click on the OK button.

All filters can be cleared by clicking the Clear All Button

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Deleting a Calendar Event

To delete a scheduled event on the calendar:

1. Find the event you wish to delete.

2. With the cursor in any field press Shift +F2.

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Calendar View

Field	Size	Description
Person	4 Char	Code which identifies the person associated with the event.
Client	6 Char	Client for whom the event is scheduled
Matter	6 Char	Matter for the event
Sub Matter	2 Char	Sub matter for the event
Calendar Code	5 Char	Code which indicates type of event
Month/Year	7 Char	Date in M/Y format for event
Start Hour	2 Char	The starting time for the event in hours
Start Minute	2 Char	The starting time for the event in minutes
Start AM/PM	2 Char	The time of day AM/PM for the event start time
End Hour	2 Char	The ending time for the event
End Minute	2 Char	The ending minute for the event
End AM/PM	2 Char	The time of day AM/PM for the event end time
Description	208 Char	The description of the scheduled event.

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