KB Corner: Calendar Plan Templates vs. Recurring Dates

January 2017    Tags: , ,

When adding multiple calendar records, should you use Calendar Plan Templates or Recurring Dates? Both are great ways to create multiple records at once, but each option has distinct differences between them.

For example, Calendar Plan Templates provide the ability to enter custom information on records and are designed to generate a set of records relating to a specific job, court appearance, etc. On the other hand, Recurring Dates create a set of records with the same information with different dates, which is perfect for when you are scheduling repetitive records for meetings or tasks such as a weekly partner’s meeting.

For more information to help determine which option is better for your scenario, visit Knowledge Base Article R10692, “Calendar Plan Templates vs. Recurring Dates.” This article provides a direct comparison between Calendar Plan Templates and Recurring Dates in PracticeMaster in an easy-to-read table.

Our Knowledge Base can be accessed 24 hours a day, 7 days a week, at support.Tabs3.com.  You can also access our Knowledge Base while in the software by selecting Help | Internet Resources | Knowledge Base.

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