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Friday, December 20, 2013

Savvy support: Save the Date!

                                                                              Adding more details to a holiday event

The day-to-day operation of a law firm is usually very busy, with client conferences, hearings, depositions, and many more events jockeying for a lawyer's attention. MerusCase's Calendar makes sure nothing falls through the cracks by tracking an event's duration, linked case, and assignees, along with pop-up reminders before events and events that can be automatically created from a case's Activities. 

For a graphic representation of events, you can view events in a  traditional Calendar-view layout, which makes it easy to see how many events are in a single day or which events span multiple days. For further differentiation, different event types are color-coded: both the various event types and the colors for these event types  may be customized.
                                                                            Some events in the Monthly calendar view
Quick, at-a-glance readability of a firm's upcoming calendar is necessary for tackling busy schedules, so  our Agenda list-view of events shows only current and future events by default. It's still important to have past events for records in cases ("I met with the client last week to discuss their settlement."), so archived events are always available at the click of a button, with each click cycling you back 6 months at a time.
                                                                      Agenda view, showing a list of next week's events
A user emailed in a short while ago wondering about an event they'd assigned to one of their attorneys, noting that the event didn't appear in either the attorney's calendar or in the firmwide calendar. If it hadn't been noticed, that attorney might have missed an appointment that afternoon, so it was lucky the assistant remembered in the morning. They were, understandably, concerned that events might be going missing or failing to save.

I logged in to this firm's support account to take a look at their upcoming calendar, and despite the event being scheduled to start in a couple hours, I didn't see it on the calendar. I checked the activities in the case for the event, and I definitely saw a notification that the event had been created a few weeks prior. 

Since I now had this event's exact title, I expanded my search to all events (including historical events), and I quickly found the event: the date had accidentally been typed in to the title of the event rather than the event's Date field, resulting in that event being set for the same day it was created. By the time the day of the appointment arrived, that event was set to a date three weeks prior and therefore didn't show up in any calendars showing current or future events.

For rapid entry, fields in the Edit Event section can be typed in sequentially by using the Tab key to go to the next field. Given the Date field is immediately after the Title field, I guessed that one missed press of the Tab key had been enough to put the date in the wrong place. I showed the user how to view past events and explained what I thought had happened, and they thanked me for assuaging their worries and taking the time to investigate.

                                  Written by Paul Bertucci, Migration Coordinator and Technical Support Engineer at MerusCase
Posted by MerusCase on Friday December 20, 2013 0 Comments

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