Linking Names/Matters to Events

You can link a name to an event from the Name window or  Matter window or from the Event window.

From the Name window

1. Display the name In the Name window and click the Events tab.

2. Click Add. The Adding a New Event window appears.

3. Complete the window for the event. Click here for help in completing the settings on this window.

4. Click Save. The Name window reappears. Note that the event you linked is now listed under the Events tab.

From the Matter window

1. Display the matter in the Matter window.

2. Click the Events tab.

3. Click Add. The Adding a New Event window appears.

4. Complete the window for the event. Click here for help in completing the settings on this window

5. Click Save. The Matter window reappears. Note that the event you linked is now listed under the Events tab.

From the Event window

1. With the event in the Event window, click the lookup button for Name. The Names Browse window appears.

2. Highlight a name and click Select. The Event window reappears with the name selected. Click here for help in completing the settings on this window.

3. Click Done.