Events can be created specifically for a Client in Practifi to record a forthcoming calendar event on the Client's record. Events can also be created with more general coverage to appear on the user's Calendar in Practifi.
General Events that don't relate to a specific Client can be logged at any point within Practifi by clicking the Global Actions icon on the top-right and clicking the New Event link.
A panel will open on the lower-right of the screen, with a set of fields. Supply a Subject, Event Type, Description, and Start and End Date and Times. Optionally, add the Name and/or Household Client related to the Event if they already exist as a record in Practifi. Click Save to save the Event to Practifi.
On saving, a success message will be displayed. Click the X on the right to close the message.
The Event will appear in the user's Calendar on the Navigation Menu as a calendar entry.
You can also log events related to a Client within Practifi. Events are listed within the Activities section of the Client record, a chronological order.
Create a New Event
To add a new Event, start by clicking the New Event button along the subtabs listed under the Activities section. This will open a panel with subsections of fields, some of which are mandatory.
On completion of the fields, click Save. A success message will appear. Click the X on the right side to close the message.
The new Event will appear in the Activities timeline as a new Upcoming & Overdue Activity.