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Client Management

Use calendars

Practice CS provides calendars that allow you to view schedule items in a calendar format. There are 3 types of calendars available:
  • Staff Calendar
    : Displays schedule items for 1 or more staff members. If more than one staff member is selected, multiple staff calendars will display, 1 for each.
  • Client Calendar
    : Displays schedule items for a specified client.
  • Firm Calendar
    : Displays schedule items for 1 or more staff members. Unlike the Staff Calendar, if more than 1 staff member is selected, the schedule items for all selected staff will display on a single calendar.

Staff Calendar

The Staff Calendar is a quick and convenient method to see projects and tasks scheduled to specific staff along with
Meetings
,
To Do items
,
Scheduled Phone Calls
,
Scheduled Benefits
,
CPE Courses
,
Outlook Appointments
, and
Outlook Tasks
 all on 1 screen. Items available to view will depend on the modules the firm is currently licensed for. To go to the Staff Calendar, select
View
, then
Staff Calendar
, or select the
Staff Calendar
 from the
Staff
 pane.
  1. To begin, select Select Staff
  2. Select 1 or more staff members by moving them to the selected column, then select
    OK
    .
  3. Select
    Today
    ,
    Day
    ,
    Work Week
    ,
    Month
    , or
    Timeline
     from the toolbar for the calendar view.
  4. If multiple staff members are selected, multiple calendars are created.
    tip
    The calendar can become crowded when selecting multiple staff members and using
    Week
    ,
    Work Week
    , or
    Month
    . We recommend using the
    Firm Calendar
     at this point.
  5. Select a day on the
    Calendar
    . The
    Work Week
     and
    Week
     will display the week including the day selected.
  6. Select either
    Targets
     or
    Scheduled
     in the Dates section.
  7. Depending on your licensed modules, items scheduled for each staff member will display.
  8. If you're licensed for
    Project Management
    , you can use
    Targets
     to filter for the target dates in projects and tasks.
  9. Mark the checkboxes for items you want to display. Double-click an item in your calendar to open it.

Firm Calendar

An alternate to the Staff Calendar is the
Firm Calendar
. To open it select
View
, then
Firm Calendar
. When selecting multiple staff members, all items are displayed on 1 calendar. If you want to display a month at a glance for multiple staff members, we recommend using the Firm Calendar. Use the same steps as for the
Staff Calendar
, skipping step 4.

Client Calendar

The
Client Calendar
 works in the same manner as the Staff and Firm Calendars. However, this view will automatically filter items for the selected client only. Outlook items aren't available in the Client Calendar.
To begin, select a client in the dropdown list.
  1. Select
    Today
    ,
    Day
    ,
    Work Week
    ,
    Month
    , or
    Timeline
     from the toolbar for the calendar view.
  2. Select a day on the calendar. The
    Work Week
     and
    Week
     will display the week including the day selected.
  3. Select either
    Targets
     or
    Scheduled
     in the Dates section to see scheduled items or items with target dates from
    Project Management
    .
  4. Mark the checkboxes for the items to display.
  5. Items will generally appear on the
    Target Start
     date. They will display on the current date if the
    Target Start
     date is in the past.
  6. Double-click an item in your calendar item to open it.

This article applies to:

  • Product: Practice CS

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