Adding Personal Events (Non Cases Related Events)

Adding Personal Events (Non Cases Related Events)

1. Add a client.  Enter your own firm's information.
2. Add a case for this client.  Name this case "Personal" (for example).
3. Add personal events by clicking on this new case and then clicking on "Calendaring" tab on the right.  
    • Related Articles

    • Assign Cases Automatically to Non-Admin User

      Admin and Office Secretary type users have access to all cases by default. All other types of users need to be assigned to cases. "Grant Access To All Cases" button under the Staff tab may be used to assign a non-admin user to all old cases. However, ...
    • Tracking Non-Billable Time, MCLE hours, etc.

      CaseFox allows you to track not only billable time but also personal and non-billable time. For clients, when entering time, you may uncheck "Show on Invoice" checkbox and CaseFox will not present that entry for invoicing during invoice generation. ...
    • Personal Notes for Client or Case

      You may enter personal notes about a client or a case. For entering personal notes about a client, click on "Clients" tab, select the client in the left side list. On the right side pane, click on "Client Details/Edit" and then click on "Personal ...
    • Custom Data Fields for Clients/Cases

      Storing Additional Data (custom tags) for a Case or Client using Custom Fields? The "Other Info" tab both under "Clients" and "Cases/Projects" can be used to store additional data fields for clients and cases respectively. For example, if you like to ...
    • Fix Fee or Cap Fee or Fix Budget Cases

      When you create a new case (project), you may enter maximum amount to be charged for the case. You may also indicate that this amount includes (or does not) expenses/cost. You can also enter this amount by going to "Cases (Projects)" -> "Case ...