Calendar
Short answer: Calendar keeps your firm’s calendar event records.
Calendar keeps your firm’s calendar event records.
- What’s recorded: Title, Date, Type, Fund, Notes
- Steps: Scheduled → Done / Cancelled. The database only allows these moves.
- Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.
Try it in the free demoTalk to us