Page Comparison

This is an informational article about the four main windows on the Home tab.

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To view an instructional video of these steps, click the link below.

Instructions

The Home Tab is the first tab that you will see when opening Prevail. There are four main windows on the Home tab. These are the Upcoming Appointments, Upcoming Tasks, Statute Warning List, and the Message List.

Note: Statute Warning List: Displays warnings for matters that have a statute date approaching within the firm. The warnings display for the appropriate staff members, based on firm settings under Administration, Security Group Setup.

Note: If you are not a member of a team that has approaching statute warnings, you won't see the Statute Warning List will not display on your Section of the Home tab.

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Appointment List: Displays all upcoming appointments on your Prevail calendar.

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Select the number of days

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Statute Warning List: Warnings for matters that have a statute date approaching within the firm defined number of days.

The number of days is set up in the Process Builder and the Law Type/ Case Type/ Contact Type Setup sections.
You can choose which team members see this list under Administration > Security/ Group Setup.

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in advance you wish you view appointments, 1 to 14 days in advance.

The Message List: By default, will display any messages you have recently received via

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Prevail's built-in messaging system.

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By using the drop-down menu

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Days Selection Dropdown

Use the Days Selection Dropdown to specify how many days into the future you would like to view your Upcoming Appointments and Tasks, from 1 to 14 days out.

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in this section, you may also view your entire Inbox or your Sent messages.

Task List: Display your pending tasks with a start date within the number of days you select, 1 to 14 days in advance.

Each Prevail user can customize the dimensions of the Home tab by dragging the horizontal and vertical bars between the sections.