Add an Appointment

An Appointment can be entered either by clicking on the "Appointment" icon on the "Quick Action Tool Bar" or by clicking on the "Add Appointment" tab in the "Case Calendar" or "Office Calendar." If an appointment is "case related," it must be entered from the case. All appointments adding using the Appointment icon n the Quick Action Tool Bar will be related to the case you are in.
Case Appointments created in SmartAdvocate® are added to the calendar for the specific case in which the appointment is made and also added to the Office Calendar. (Appointments that are not case related must be created from the Office Calendar.) An appointment can also be flagged as 'personal' at the time it is created (see How to Mark Appointment as 'personal' ). If you have Microsoft Outlook® integrated with SmartAdvocate®, the item is also automatically sent to your Outlook calendar via a calendar invitation email. (See also, How to Modify An Item On The Calendar). (See generally, Office Calendar).

Using the Appointment Icon

1. Click on the 'Appointment' button on the task bar.

1. See Adding an Appointment for details on adding appointments.