TrialWorks Tip of the Week

Last week we learned where to keep Important Dates in TrialWorks. Now, it’s time to remember them by adding them to Outlook. Here are a few ways how:

Click on the ‘Docket’ tab to access the Important Dates button.

Along the bottom toolbar, click ‘Date Info’

All entries can be added at once by clicking the ‘Send All Entries to Calendar’ button

To add just one deadline to the TrialWorks Docket, Outlook Task or Calendar, right click on the specific date and select to ‘Send Date to’ the appropriate source.

Once a docket or calendar item pops up, the invitation can be modified. Please note, any invitees in the case will be automatically invited.

Reports are a great way to see Important Dates for all cases.  To see a Trial Calendar for a selected date range, click on the ‘Reports’ tab from the Home Ribbon and select ‘Trial’

Have you missed any of TrialWorks previous Tip of the Week or blog posts? Head back to http://trialworks.blogspot.com/ and check them out!

TrialWorks Tip of the Week

Wouldn’t it be convenient to take your Scheduling Order and enter all important dates at ONCE?

Use the Important Dates button on the toolbar of the Docket TAB. 

Head to the ‘Docket’ tab to access the Important Dates feature.

                               

Along the bottom bar, click ‘Date Info’

                                             

Enter one date, or multiple dates. Create docket items, Outlook calendar entries or print a report.

   

Check back next week as we dive further into 'Important Dates,' and learn how to docket the entries and add them to your Outlook calendar! For previous Blog and Tip of the Week posts from TrialWorks, head over to http://trialworks.blogspot.com/

Generating Contact Lists

In the business world, an effective way to manage your contacts is essential. Your system should be quick, simple, and modifiable. Did you know there are many different ways you can sort, create and view a contact list within TrialWorks?

Head to the Reports section of the ribbon and select the Contacts dropdown.

 Choose from the following options:

To learn the step-by-step process to generating a client list by current case and dive deeper into exporting and modifying your created contact lists, check the TrialWorks blog post on Monday!