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Display a Printer Frieldly version

Calendar-Person View

An asterisk will appear on the date that contains an event.
Fields
Display Day
Create New
Return

Create a Calendar Event

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

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

3. Select the Month and year for the entry.

4. Click on the day in the calendar which you would like to schedule the event for.

5. Click on the Yes Button to create the event.

6. The Calendar Item Entry Screen is displayed. Enter a Description of the event and a start/ending time if needed.

7. Click on the Save Button or press the F2 function key to Save


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Display Calendar Events

1. Select the person code whose events are to be displayed.

2. You may filter the displayed list by Selecting the Client/Matter/Sub Matter ,or calendar code.

3. Select the Month and year.

4. Click on the day in the calendar.

5. Click on the No Button to view the events.
   The Calendar Report Preview Screen is displayed.


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Calendar-Person View

Field Size Description
Person4 CharCode which identifies the person associated with the event.
Client6 CharClient for whom the event is scheduled
Matter6 CharMatter for the event
Sub Matter2 CharSub matter for the event
Calendar Code5 CharCode which indicates type of event

Those fields are used when creating a new entry.

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