Probate Plus knowledgebase
Find out more at: https://probate.software/

How does the Diary Page work? (PPv5)

The diary screen allows you to enter reminders to yourself or colleagues of deadlines you need to keep track of.

Reminders can be filtered by user but can also be viewed practice-wide. Useful if a colleague is away and someone else might need to take over.

To set a diary reminder:

1. Go to Home...Probate Plus Dashboard and click on the date required

2. Type in your reminder and its deadline. Optionally you can choose how soon to activate the reminder.

 

Hiding the Diary

If you would prefer not to use this Diary feature and would like to free up some space on the Probate Plus Dashboard, you can switch it off by going to 'File...Options...Configure system...User interface' and unticking the box marked 'Show diary/sheduler'.

 

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