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Amicus Attorney Tip – Automatically Associate Firm Members with Events

November 15, 2011 In Amicus, Software Tips

Are you always creating appointments and tasks for files or certain members within your firm? You can set Amicus (Premium or Small Firm Edition) to automatically designate one or more firm members to be associated with your Events. Simply designate the selected individual(s) in your Calendar Preferences and they will be automatically assigned to new appointments or tasks created by you.
In Amicus Attorney Premium edition, the Default Assignments section also allows you to select one or more client files as well – helpful if you are working on a particular case for an extended period of time.
Using default assignment preferences lets you save time on data entry and avoid costly calendaring mistakes. This also works for new files and contacts.

In Amicus Attorney Premium Edition go to Office – Preferences – Calendar – New Entries and change the Default Assignment by clicking on the Person image. Then click OK.

If you are using Amicus Attorney Small Firm edition go to File – Preferences – Calendar and change the default assignment. Then click OK.

Amicus Attorney Practice Management Software

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