Update Your Firm Settings to Avoid Scheduling Conflicts with Santa!

In TrialWorks Tips by trialworks

It’s official…  the holidays are upon us!  Make sure to update your Holiday List within TrialWorks to avoid calendering any important dates on an actual Holiday.

Settings > Holidays (Admin User Only)

 

  • Update all office-observed Holidays including court-related holidays 
  • Use the door to close and save 

 

Docketing on a Holiday

If a user tries to docket on a holiday a prompt will appear, and the user will be prompted to select another date:

 

Keeping track of Holidays is essential to maintain an accurate calendar for the firm.  Make sure all Holidays are set to avoid any deadlines or critical dates falling on a Holiday!

TrialWorks case management software strives to make your daily work life easier and more productive.  For more information on this Tip or any other TrialWorks topic, please call our office at (305) 357-6500 and ask for the Training Department.   Stay tuned for more Tips, make sure to check out our website for more information on TrialWorks 11!