Calendar

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 th...

On the Calendar page, click the Add Appointment appointment button at the top of the page. The New Event form opens. Title : Type a title for the appointment. Type : From the drop-down list, select Work Order. This expands the form...

Miscellaneous appointments can be used for blocking out time on the calendar when technicians and salespersons are not available. This appointment type can also be used to schedule appointments for salespersons and can be linked to a customer only...

On the Calendar page, click the Add Appointment appointment button at the top of the page. The New Event form opens. Title : Type a title for the appointment. Type : From the drop-down list, select Recurring Work Order. This expands the ...

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...

To edit an appointment, navigate to Accounts Receivable > Calendar. Double-click the appointment to be edited. The Appointment page will be displayed.  Make the necessary changes, and then click the Save button when finished. ...

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...