View Source

Objectives

Insert an Event related to the stage in the database

Steps

In App4Legal you can add a new event in the Stages & Activities tab via the Actions button→ Add Event, or from the add new event plus button within the Events section. You also have the option to add sub events in the Events section.

Lexzur > How to Add New Events > stages and activities add event.png

When adding new event, there are 6 mandatory fields:

Event type
Subject
Date
Topic
When you will meet again
Created by: by default the logged in user

Lexzur > How to Add New Events > 6 event fields.png

You will be able also to add reminder to this event ,select the user to remind , the remind on date and time.

A checkbox to add the event to the calendar is available also.

Lexzur > How to Add New Events > 6 add reminder to the event.png

For more information about App4Legal, kindly reach out to us at help@app4legal.com.

Thank you!