User's Manual - Drake Software

Drake Software User’s Manual
Scheduler
Drake. You can also use the Lookup feature to access data for a client. For more on
this feature, see “Finding a Client Record” on page 93.
NOTES
To access the Appointment Detail dialog box from the Data Entry
Menu within a return, right-click anywhere on the screen and select
Add Appointment from the right-click menu. Click Yes on the Autofill
prompt to complete contact information fields of the Appointment
Detail dialog box.
4. Assign the appointment to a preparer by selecting a name under Preparers. (More
than one preparer can be selected.) To clear a selection, click the name a second
time.
5. (optional) Override selections made in Scheduler Setup by selecting (or clearing)
the Add Reminder, Private Appointment, or Recurring Appointment boxes at
the bottom of the Appointment Detail dialog box.
• If Add Reminder is marked, the preparer will receive automatic alerts
regarding the appointment when logged in.
• If an appointment is marked “private,” the assigned preparer will be the only
one allowed access to that appointment data.
• If an appointment is marked “recurring,” you must provide information about
the frequency (Daily, Weekly, or Monthly) and the end date of the recurring
appointment. (The dialog box will expand to offer options.)
6. Click Save. The appointment will now be displayed on the schedule grid.
NOTES
For a recurring appointment, you can edit a single occurrence or the
series. You can also make a group meeting recurring.
To e-mail an appointment reminder to the client, click the E-mail Notification
button. An e-mail address must be displayed in the E-mail field
in order for this feature to work.
An appointment on a preparer’s calendar can be changed by dragging
and dropping it to another section of the calendar grid. (Recurring
appointments must be changed on the Appointment Detail dialog
box.)
For a Group
of Preparers
To schedule multiple preparers to meet with a client, follow the instructions provided
in “For an Individual” on page 90. Instead of selecting only one preparer in Step 4,
however, you can select up to 50. (Figure 4-15) There is no need to double-click a
name or to press SHIFT or CTRL while selecting.
Figure 4-15: Multiple preparers selected for a group meeting.
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