The Appointment Type Mini Directory stores the user-defined Appointment Types, which provide a standard list of the type of appointments that can be scheduled in the Neos Calendar. This provides data consistency as well as the ability to report by Appointment Type.
NOTE: You must have Enabled, Add, Modify, and/or Delete permissions to Directories > Mini Directories as needed. [screenshot]
To add a new Appointment Type, click the + Add button. A blank entry will display in the first row of the grid. Double-click the Type field of the new entry to enter edit mode. Type is a required and unique field. Up to 35 characters can be entered in the Type column. New appointment types are Active by default.
"Deadline (LawToolBox)" will be added as a standard Appointment Type if your firm has the LawToolBox integration. It will automatically display immutable, to be used only with calculated Deadlines. This cannot be deleted or modified.
"Appearance (eLaw)" will be added as a standard Appointment Type if your firm has the eLaw integration. It will automatically display immutable, to be used only with eLaw appearances. This cannot be deleted or modified.
"Checklist/Outlook Sync" has been added as a standard Appointment type, used when syncing Checklist tasks to Outlook as all-day events. It will automatically display immutable, to be used only with the Checklist Outlook Sync. This cannot be deleted or modified.
Reports, such as "Calendar Report" can be run to locate calendar appointments by Appointment Type.
To delete an Appointment Type, click the delete icon to the far right of the entry.
Click the Yes button to delete the item if it is not in use. If it is being used, the item will be marked inactive.
Click the No button to abort the deletion.
Click the Save button to keep your changes.
