Summary
Calendar settings allow users to efficiently manage various date categories associated with contacts, entities, relationships, documents, and more. First, a date subtype must be defined in the settings. This subtype can then be manually assigned to a date or automatically generated. Dates can represent a variety of events, such as a deadline, a meeting (with minutes available for later reference), or a general milestone. Calendar settings also support adding additional dates for reporting purposes and for display in the client portal. Additionally, dates can include reminders, alerts attributes, and can be configured as mandatory fields.
How to use
- From the right corner on Settings go to Calendar
- Navigate between the different sections (Contacts, Entities, Relationships, Fees, Organization, Users or Documents)
- Click New to Add or double click/click edit buttons on the existing records to edit
- Fill out the form
- Click Save
Where it used
Dates are used throughout the system and can be accessed directly—for example, within a specific contact—or through the main Calendar section in the left-hand menu.
Tips
- Date types associated with documents can be for all document types or only specific ones
- Fees can apply to all or specific entity fee types. Fees without dates in the calendar settings (fees section) cannot be included in an invoice
- For Documents and Fees dates can be associated with document and fee types, repectively.