Calendars

The powerful calendar functionality is central to the application.

The Company-wide Calendar

The ‘company-wide’ calendar is accessed from the calendar icon at the top of the screen, and can be filtered by controls up at the top.

• Filter by Task

• Filter by Staff

• Filter by Parent Category

Dashboard Specific Calendars

There are dedicated calendars for sales, installation, servicing and production (factory). These are accessible from the relevant dashboard.

Calendars are Fully Interactive

• View by week or by month.

• ‘Bars’ on calendars display relevant information from the task and order.

• Hover over the entry to get more information like the address and contact name.

• Click through the entry to view full task and/or associated order information.

• Calendar entries update (e.g. are removed) according to updating of the task status.