Specifying general settings > Shared Resources

Shared Resources

You can specify various Shared Resources that will be used by Firm Members for appointments or to complete tasks—e.g. meeting rooms and shared notebook computers. After you have entered the Shared Resources for the firm, Firm Members can assign them to Events.

To customize Shared Resources, go to Office > Firm Settings, click Shared Resources under the General heading.

Adding and Modifying Shared Resources

To add a Shared Resource, select the item below where you want the new item added in the list, and then click New. Enter the Name, Short Name, and Description of the Shared Resource. When you are finished, click Apply.

To modify a Shared Resource, select the Shared Resource in the list, and then click Edit. Make the desired changes, and then click Apply.

Deleting Shared Resources

To delete a Shared Resource, select it in the list and click Remove. Only Shared Resources that are not assigned to records may be deleted.