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On Demand Webinar

SurePoint Finance Core Calendaring: From Scheduling to Matter Management

Join us for an overview of the Calendaring module in Finance Core and learn how to manage meetings, tasks, deadlines, and matter-related activities from a centralized location while maintaining seamless Microsoft Outlook integration.

Fill out the form to watch.

What You Will Learn

  • Calendaring setup and configuration
  • Outlook synchronization options
  • Creating and managing meetings, tasks, and recurring events
  • Linking calendar activities to clients and matters
  • Reminders, notifications, and attendee management
  • Time entry creation from calendar events
  • Workflow integration and deadline tracking
  • Calendar Management and Attorney Workplace views

Who Should Attend

SurePoint Finance Core customers

Speaker

Kelly Buroughs, Senior Customer Training Specialist

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