Fields on the Event Window

The following describes each setting on the window.

NOTE: Whether or not some of these settings appear on the event window are determined by the Event Window Settings.

  • Who: The selected Who codes for the event. To change, click the lookup button. The Valid WHO Entries window appears. Check the Who codes (or add a code on the fly) for the event and click Done. If you are scheduling for multiple people, you might want to create a work group.

  • What: The selected What code for the event. To change, click the lookup button. The Valid WHAT Entries window appears. Highlight a What code for the event (or add a code on the fly) and click Done.

  • When: The due date for the event. To change the date, click the lookup button, select the date in the pop-up window (TIP: Press the T key for today's date.), and close the pop-up window. The at box (to the right of the When box) shows the time of the event. To change, right-click and click the time. The for box (again to the right), shows the duration of time expected the event to complete. If the event will last all day, check All day.

  • Where: The selected Where code describing the location of the event. To change, click the lookup button. The Valid WHERE Entries window appears. Highlight the Where code for the event (or add a code on the fly) and click Done. If you set the Where code to COURT, the looked-up court name is displayed to the right of the Where field.

  • Notes: A note about the event. Click here for tips on adding notes. TIP: At any time in the Event window, you can press Ctrl+N or Shift+F3 to jump to Notes.

  • Name: The name involved with the event. To change, click the lookup button for Name. The Names Browse window appears. Highlight the name and click Select. NOTE: To enter a one-time event or an event that does not involve a name (like lunch with your spouse), leave this box blank and put the person's name in the event note. Note that a button appears below the Name field that indicates if a client reminder is going to be sent to the name for the event. Click here for more information.

  • Matter: The matter involved with the event. To change, click the lookup button for Matter. If you selected a name, a window appears listing the matters linked to the selected name. If you did not select a name, the Matters Browse window appears. Highlight the matter and click Select. Below the matter name, the file/case # is displayed, immediately followed by the related court code, if the matter has one.

  • Priority: Code indicating the priority of the event. To change, click the lookup button. The Valid PRIORITIES Entries window appears. Highlight the Priority code for the event (or add a code on the fly) and click Done.

  • Type: Code indicating the type of event. To change, click the lookup button. The valid TYPE Entries window appears. Highlight the Type code for the event (or add a code on the fly) and click Done.

  • Status: 8-character code indicating the current status of the event. To change, click the lookup button. The Valid STATUS Entries window appears. Highlight the Status code for the event (or add a code on the fly) and click Done. Common usage is for marking events Done (D) or Not Done (N). If a thing-to-do is rolled forward, Status will be stamped with N plus the month and day from the original date.

  • Private: When checked, only the operator that added the event will be able to view it. Click here for more information about controlling privacy.

  • Alarm: Lets you set an event alarm. Click the lookup button for the Alarm box and select the amount of time before the event's start date/time you want the alarm to appear. For example, if you want the alarm to appear the day before the start date for the event, select 1 day. If you want the alarm to appear 15 minutes before the event (like for a phone call), select 15 minutes. Click here for more information about event alarms.

  • Reminders: The first (left) Reminders box indicates the number of days prior to the event that you want a reminder to appear on the calendars. The second (right) Reminders box indicates the number of days after the event that you want a follow-up reminder to appear on the calendars (useful for following up on letters or other tasks).