Objectives
- Insert a reminder related to the litigation case in the database
Steps
In LEXZUR you can add a new reminder via the Actions button in the Stages & Activities tab or via the Create button from the main menu.
When adding a new reminder, there are 5 mandatory fields:
- Reminder type: A customizable list of value
- Remind on: date & time
- Notify Before
- User to remind: you can add yourself by simply clicking on the "add me" hyperlink.
- Summary: add a summary related to the reminder.
You can also relate a reminder to a Matter, Contract, Company, Person, and Task.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
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