Articles
Add an Appointment for a Work Order
From the Calendar, click on the Add Appointment at the upper right of the page. The New Event form will be displayed.
Title - Enter a Title for the appointment
Type – From the drop-down list, select Work Order
All Day Event ...
Add a Miscellaneous Appointment
Miscellaneous appointments may be used for blocking out time on the calendar when technicians and salespersons are not available. This appointment type may also be used to schedule appointments for salespersons and may be linked to a customer only,...
Calendar Definitions and Navigation
The Calendar is designed for scheduling and managing appointments for employees that are flagged as a technician or salesperson.
When first accessing the calendar from Accounts Receivable > Calendar, the default view displays all employees that...
Delete an Appointment
To delete an appointment, navigate to Accounts Receivable > Calendar.
Locate the appointment to be deleted, click once on the appointment, and then press the delete key on your keyboard.
A confirmation message box will be displayed. If yo...
Dispatch an Appointment from the Calendar
To dispatch an appointment, navigate to Accounts Receivable > Calendar.
Locate the appointment to be dispatched, and then double-click on the appointment.
The Appointment form will be displayed. Enter the dispatch times on the righ...
Edit an Appointment
To edit an appointment, navigate to Accounts Receivable > Calendar.
Double-click on the appointment to be edited.
The Appointment page will be displayed. Make the necessary changes, and then click the Save button when finished.
...