1) To add a new event, click “New” button on top right of Calendar page as shown below:
2) A pop-up form will be displayed as shown below:
3) The form will require user to fill in the following event information:
- Link to Matter – this is the matter to which the selected event is linked to.
- Event Name – this is the name of the selected event.
- Date – this is the date when the event will take place.
User can set date by two methods:
- typing the date in DD/MM/YYYY format
- select date from calendar
- Time – this is the time when event will start.
- Time format is in 12-hours mode.
- Event Type – this is to categorize the event type.
- Default selections of event types are as follows:
- Appointment
- Meeting
- Phone Calls
- Court Date
- Others
- Priority – this is the priority level set for the event.
Default selections of priority level are as follows:
- Low
- Medium
- High
4) Fill in all required information in the form to create a matter.
5) To make changes, click “Save Changes”.
6) To cancel, click “Cancel”.
7) Information field with (*) is mandatory information to be filled.
8) Empty information field will cause failure for user to apply changes.
9) A confirmation message will pop-up on top right to show that new event has been successfully created as shown below: