Events for a case can be added directly from the Case Calendar Tab.
NOTE: You must have Enabled permissions for Case > Case Calendar tab and 'Can edit' Outlook Calendar permissions.
To add a calendar entry within the Case Calendar Tab:
Click the New Event button above the grid on the Case Calendar Tab list view.
A new Event Details window will display within the Case Calendar Tab. The Subject field will automatically display the "Case Name (Case Number)". [screenshot]
Refer to Scheduling Calendar Events for complete field explanations. The following fields within the Associated Case section have been prefilled using data from the current Case.
Case #/Intake # – Displays the open Case/Intake # by default. This field cannot be changed.
Party – Displays the First Party Full Name by default. Click the X to clear the field and search for another Party.
Court – Displays the Court data from the Case Tab of the current case by default. Click the X to clear the field and search for another Court.
Docket # – Displays the Docket data from the Case Tab of the current case by default. Highlight the entered data to overwrite the Docket number.
Judge – Displays the Judge data from the Case Tab of the current case by default. Click the X to clear the field and search for another Judge.
Counsel – Use the dropdown to select a Counsel entry from the associated case. You may enter a different counsel name by typing a fragment of the name and using the Search icon to choose from the search results list.
4. After the desired event details have been entered, click the Save button to add the new event to the list of Case Calendar entries. The calendar event will be visible to all attendees in your firm's Neos Calendar.
5. Event changes may be abandoned by clicking the Discard Changes button. The last saved appointment details will be displayed.
6. Click the X to close the new Event Details window. The unsaved event will immediately be discarded without warning.
All event attendees will receive an email notifying them of the event.