November/December 2008 -- Volume 6, Issue 8
   
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Setting Change Notifications for an Appointment

When scheduling an Appointment, you can specify that assigned Team Members and/or the Contact be automatically notified via email. When a new appointment is created or deleted, an email will automatically be sent indicating the change. Updates to Date, Time or those Assigned can also trigger an email notification.

To set Change Notifications for an Appointment:

  1. Open an Appointment.
  2. Select Assigned (team members), Contact or both from the Notify drop-down list to indicate who you want notified.
  3. A Change Notification email will open on your desktop when the Appointment is added, deleted, or changed.
  4. The email will be addressed to the primary email address of each of the recipients, as specified in their Team Member User Profile or Contact record. (People who do not have an address specified in Amicus are omitted from the To list.)
  5. Edit the message if you wish, and then send the email.

Tip - A Notification of a new Appointment is generated only if you set the option while creating the Appointment. Setting your preference to display the Event Details automatically when you schedule an Appointment by clicking and dragging in the Calendar day view will ensure that you have the option to set this while creating it.

For more information on Amicus Attorney 2008 Small Firm Edition visit www.amicusattorney.com.

   

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