Create an Event

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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

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.

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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.

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On saving, a success message will be displayed.  Click the X on the right to close the message.

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The Event will appear in the user's Calendar on the Navigation Menu as a calendar entry.

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Activities

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.  

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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.

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On completion of the fields, click Save.  A success message will appear.  Click the X on the right side to close the message.

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The new Event will appear in the Activities timeline as a new Upcoming & Overdue Activity.

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