The Calendar Entry AutoFile process automatically imports and files all client meetings from your users' Outlook calendars. They are created as Meetings in FYI. This allows your practice to automatically store a record of all client meetings.
Calendar Entry AutoFile is run retrospectively (therefore only for calendar entries in the past) and it runs twice a day. It brings in any calendar entries where the email address of anyone in the calendar entry is a client email address.
Editing the Calendar Entry AutoFile
- From FYI, click the Automation menu option.
- Go to the Processes tab.
- In Calendar Entry AutoFile, click the cog icon to edit this process.
The only setting for the Calendar Entry AutoFile is to set it "On" or "Off".