Managing Linked Events for Names/Matters

From the Name window's or Matter window's Events tab, you can do the following:

To print linked events

NOTE: By default, "Done" events do not print.

  1. Do one of the following:

    1. If you only want to print one event, highlight it.

    2. If you want to print selected records, tag the events.

    3. If you want to print all events, no action is necessary - go to the next step.

  2. Click Print. The Print Options window appears. Click:

    1. Memo to print the highlighted event.

    2. Full calendar to print all linked events.

    3. Tagged to print the tagged events.

  3. The Print window appears. Verify your printer settings and click Print.

To change the status of the linked event

Click here for more information.

To delete linked events

Tag the events you want to delete and click Delete.

To send an email for linked events

Click here for more information.

To send a MessageSlips Message for linked events

Tag the events you want to send. Right-click the selection and click Send/Instant Message. The send new message window appears with the message addressed to the Who code for the linked event. Complete the settings on the window and click Send.

To reschedule linked events

Tag the events you want to reschedule. Right-click the selection and click Reschedule. The popup calendar appears. Double-click the new date. The selected event dates are changed.