Diary Management

This sub module enables you to keep a record of different calendar events for clients and their files or even just office functions. These records serve as reminders of an event planned such as an outside the office meeting, involving certain staff members and all are reminded as well.

To add an event

  1. Log into the system
  2. Click on the “Add Event” button at the top left
  3. An “Add Event” form will pop out
  4. Fill in all the details in the provided fields accordingly
  5. Scroll down and click on the “Submit” button once you are done

Note

The “Action” button at the right side of each client also contains;

  1. Multiple Reminders- This enable you to set a reminder. Fill in the details in the “Reminder” pop out form then click on the “New Reminder” button once done. 
  2.  “Delete Reminder” option when you want the reminder deleted.