Office Calendar

The Office Calendar contains all the information about appointments, tasks, and critical deadlines in all cases, in addition to appointments not connected to any particular case. The office calendar is virtually identical in appearance and function to the Case Calendar, but all events may appear in the calendar, and appointments added from this page will not be connected to any case.

See the general Calendar chapter of the manual for a full description of the functionality of the SmartAdvocate calendar (both for specific cases and for the office generally).

One difference between the case calendar and the office calendar not mentioned in the Calendar chapter: by default, when opening the office calendar, the selected date range will only cover the current date, unless you have set a default favorite calendar filter with a different date range. The Case Calendar, but default, will cover a date range from the date the case was opened through a date approximately ten years from the current date, unless you have set a default favorite calendar filter with a different date range.

Continue on for a complete overview of Calendars in SmartAdvocate.

Read more about Task Templates, it will lead you to Text Message Templates and Task Groups.