Event Types & Colors

Event Types allow users to color code and classify events. For example, many firms find it useful to always mark Court Dates or Statutes in red.

All firms in MerusCase automatically have a few default event types, including Statute, Statute Satisfied, and two event types labeled Default. These are built into the system and, therefore, cannot be deleted or edited.

See Calendar & Events for more details on adding and managing events within the firm.

Creating a New Event Type

To add a new Event Type:

1. Click on New Event Type.

2. Enter a description and color as prompted.

The Description is the display name for the Event Type.

The Color Value chosen is the color the Event Type will be displayed as in Firm Calendar. Pick a color value by typing in a hex value or by using the Color Picker.

Editing an Event Type

1. Click on the line item you want to edit.

2. Edit the fields as necessary and click Save.

Deleting an Event Type

For many tables in MerusCase, there will be what’s called a control column. The color of the control column will change based on the theme being used, but it will consistently display three dots in the form of an ellipsis.

This control column is where additional options for each line item will be.

To delete, click on the Control Column (displayed as three little dots) next to the desired line item and select Delete.

Generally, anytime a user deletes an item, a popup message will appear asking for confirmation from the user.

If the selected Event Type is not used within the system, the message will simply request confirmation to delete. However, if the selected Event Type is used within the system, MerusCase will force the user to select a replacement Event Type.

Filtering Event Types

Any table in MerusCase allows for filtering across any of the columns on your screen to provide the user a tailored list within the system. In other words, use the filter to quickly find a specific line item within the table.

Additionally, MerusCase supports the use of multiple filters at once. For instance, a user can search for all open (by the Case Status column) cases within Browse Cases and then apply a second filter to then search for Assigned to Me (by the Staff column) within those open cases.

To apply multiple filters, enter the first filter then click on the magnifying glass. On click, a drop-down window will appear. Click Add Filter and toggle what to filter by.

Select Always use this column if you wish to always use the same filter type. Many firms find it particularly useful to select this option when filtering for cases, forms, or templates.

To remove a filter, click on the added filter button (each applied filter appears as a button underneath the Search/Filter bar). For example, to remove the filter for open cases, click on the button Status: Open underneath the Search/Filter bar.