What is a workable system for using Key Dates?
Each evening, each Fee Earner should print off the Key Dates ready for attention the following morning. Perform by clicking the Key Date Summary button. Select the Days to be displayed – zero will show the current day. Select the Fee Earner as required. Click Show and the list of all dates for that Fee Earner that have not been met, will be displayed. Details of the Client and Matter are shown at the top as each Client Number is selected. Note that this provides a display of the Key Dates from this day forward. It includes Met and Not Met dates but does not include previously not met dates. Clicking Print will provide the ability to print to the Screen or Printer or to export to an Excel worksheet or ASCII text file.
