This is an informational article about the four main windows on the Home tab.
\uD83D\uDCD8 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: If you are not a member of a team that has approaching statute warnings, the Statute Warning List will not display on your Home tab.
Upcoming Appointments: This section will display all upcoming appointments on your Prevail calendar.
Upcoming Tasks: This section will display all of your pending tasks with a start date within the number of days you select.
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.
Message List: This list will display messages you have recently received via Prevail’s messaging system. You can view your entire Inbox by using the drop-down menu.
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.