Case Calendar

The Case Calendar page (accessed by clicking the Calendar option in the list of General case pages) contains all the information about appointments, tasks, and critical deadlines associated with the case. The case calendar is virtually identical in appearance and function to the Office Calendar, but the events that appear in the calendar, and the appointments that can be added from this page, are specific to the case itself.

One difference between the Case Calendar and the Office Calendar, is the filter which are set by default on the Case Calendar. By default, when opening the case calendar, the selected date range will be from the Open Date of the case to about ten years after the current date, unless you have set a favorite calendar filter with a different date range as the default.

For more on using the Calendar interface in SmartAdvocate click here.

Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.