HoudiniESQ Support Center - 04. Events http://houdiniesq.com/support/index.php?/category/17 en-us KnowlageBase RSS Generator 05. HoudiniEsq 1.8+ Matter Form - The Invoiced Events Dropdown http://houdiniesq.com/support/index.php?/article/AA-01490

Invoiced Events Dropdown

New in HoudiniESQ 1.8.1 is the Invoiced Events Dropdown box. Rather than simply clicking a checkbox to view your Invoiced Events for a particular Matter, the Invoiced Events Dropdown will quickly allow you to filter Events which you have already invoiced…]]> Fri, 05 Oct 2012 18:17:53 -0400 http://houdiniesq.com/support/index.php?/article/AA-01490 04. Repeats and Alerts http://houdiniesq.com/support/index.php?/article/AA-01581

Add an Alert
Alert Acknowledgment

Introduction

Although Houdini's data is Client/Matter centric the workflow is Event Centric, therefore everything you do on behalf of your client is a Event/Task.

Since a Event/Task has a Start Date and Duration any Event/Task will…]]> Fri, 05 Oct 2012 15:43:59 -0400 http://houdiniesq.com/support/index.php?/article/AA-01581 06. Appointment Slot Finder http://houdiniesq.com/support/index.php?/article/AA-00754

Appointment Finder

 

The Appointment Finder is a fast, easy way to schedule an appointment for a Contact in HoudiniESQ. It will automatically scan the Events that make up your day for available timeslots. You can access it by clicking the “Schedule Appointment” button…]]> Thu, 08 Sep 2011 14:28:27 -0400 http://houdiniesq.com/support/index.php?/article/AA-00754 03. Calendar of Events http://houdiniesq.com/support/index.php?/article/AA-00249

Introduction

The Houdini ESQ Calendar is completely interactive, allowing you to reschedule and rearrange events from the Calendar interface. This tutorial will go over the various parts of the Calendar, Views and Filters and how to manipulate calendar items.  

Accessing the…]]> Thu, 28 Oct 2010 18:39:00 -0400 http://houdiniesq.com/support/index.php?/article/AA-00249 02. Batch Entry of Events http://houdiniesq.com/support/index.php?/article/AA-00248

Introduction

The Batch Time entry form is used to enter one or more billable items associated with a Matter in rapid succession, as opposed to one Event at a time. It can be accessed from the Billing section.

Layout

The Batch Time entry form is…]]> Thu, 28 Oct 2010 18:37:17 -0400 http://houdiniesq.com/support/index.php?/article/AA-00248 01. Adding a Event http://houdiniesq.com/support/index.php?/article/AA-00247

Add a Event
Edit a Event

Introduction

Events are the date and time dependant occurances typically entered on a calendar. Examples inlude meetings, depositions, conferences, etc.

Events tend to imply being somewhere or doing something on a specific date and time.…]]> Thu, 28 Oct 2010 18:36:02 -0400 http://houdiniesq.com/support/index.php?/article/AA-00247