This article will discuss the Home Screen's My Day Tab.
The My Day Tab is the first of 3 tabs you will see on your Home Screen. In the My Day tab, you will see 5 boxes with information, depending on which addons are enabled by your Administrator. (See Figure 1)
Figure 1
Box 1 (See Figure 2) contains information about your organization:
Agency logo
Agency name
Agency address
- Agency phone and fax
- User logged into the system
- Agency Services Tracking account number
This information is kept updated by the Administrator on your account in the Admin Screen, Update Office Info section.
Figure 2
Box 2 (See Figure 3) contains information about your recent clients:
Clicking on a name in the list will bring you into their Client Information screens.
Figure 3
Clicking on the box with the arrow at the top right will bring you to the Client Records Screen. (See Figures 4 and 5)
Figure 4
Figure 5
Box 3 (See Figure 6) contains your incomplete tasks:
Clicking on a tasks in the list will open it for viewing and editing (Figure 7)
Note: If you choose a different user in the list to complete the task, the task will be removed from your Incomplete task list and added to the incomplete task list of the user you chose from the dropdown box.
Clicking the icon in the top right corner will bring you into the Your Tasks screen. (See Figure 8)
Figure 6
Figure 7
Figure 8
Box 4 (See Figure 9) contains your upcoming appointments:
Clicking on an appointment in the list will open it for viewing and editing (See Figure 7)
Note: If you reassign the appointment, it will be removed from your list and added to the list of the user you chose from the dropdown box.
Clicking on the icon in the upper right corner will bring you into the Upcoming Appointments screen. (See Figure 11)
Clicking on the red trash can at the bottom right will delete the appointment. (See Figure 11)
Figure 9
Figure 10
Figure 11
Box 5 (See Figure 12) contains your upcoming court dates:
Clicking on a name in this list will bring you to the court dates tab in the client information screen(See Figure 13)
Clicking on the icon in the upper right corner will bring you into the Court Dates report where it will default to displaying the court dates for the current date through the next 30 days. (See Figures 14 and 15)
Figure 12
Figure 13
Figure 14
Figure 15
