1. Filter the list – Show everyone's appointments ("Everyone"), or only your own ("Me"). Optionally include appointments that finished before today.
● Multiple attendees – The Firm Members column shows the meeting organizer. If you filter the list to everyone's appointments, only the meeting organizer's copy of an appointment is shown.
2. Choose whether
to Include Past Appointments in the list.
3. Select a task from the list and click the appropriate button on the Amicus taskbar.
● Click New from the taskbar to create a new appointment on the file.
● Click Open from the taskbar to open an appointment, click Delete to delete it, or click Do Time Entry to do a time entry on an appointment.
● Click Show in Portal to make the task visible to clients with portal access as soon as the file is shared to them.
● Click Print from the taskbar or footer to print the currently listed appointments.
● Click the Reading Pane button to turn this feature off or on. The contents of a selected task can be shown in a pane to the right or bottom of the screen. The right pane is ideal only when you are using a full screen.
4. For Repeating appointments – The series appointment is shown rather than particular occurrences.
5. Click Refresh below the list to update the list now. The list is also refreshed whenever you sort it.
● Calendar
Amicus Cloud (January 2023)
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