User's Manual - Drake Software

Scheduler
Drake Software User’s Manual
To locate a client record:
1. From the Appointment Detail dialog box, click Lookup.
2. Select the location from which to search from the Select clients... drop list.
3. Select a client name from the displayed list. Clients are listed in alphabetical order
by last name or entity name.
4. Click OK. The list is closed and several fields are filled with client data. (Content
is determined by what was entered on screen 1 in data entry.)
Changing
Appointment
Details
Deleting an
Appointment
To change the details of an appointment that has already been entered into the Scheduler,
double-click the time slot of the appointment in the Appointment Scheduler.
When the Appointment Detail dialog box for the selected appointment is opened,
make any changes necessary. Click Save.
To delete an appointment from the Scheduler:
1. Double-click the appointment time slot in the Appointment Scheduler.
2. Click Delete in the Appointment Detail toolbar.
3. Click Yes to confirm the deletion.
4. Click OK to return to the Appointment Scheduler.
Searching Appointments
Find
Scheduled
Appointment
Find scheduled appointments by searching keywords from the Appointment Details
information for all clients. To search for a client’s appointment in the Scheduler:
1. Open the Scheduler and click Search Appts to open the Scheduler Search.
2. Enter one or more keywords in the Enter Search Terms field. The program will
search all Appointment Detail information for these keywords.
3. Select a date from the Start at this Date drop list. The program searches for all
appointments scheduled for that date and after.
4. Click Search. Results are displayed in the Scheduler Search window, as shown
in the example in Figure 4-18.
Figure 4-18: Scheduler search results
94 Tax Year 2012