Calendar
Menu path: Calendar
Display Options
Checkboxes
At the top of the Calendar are several checkboxes – each is described below.
- All: This displays appointments (sales and miscellaneous) for all salespeople and technicians based on the options Day, Week, Month, Agenda, or Technician.
- Mine: This displays the appointments for the current user logged into SalesAutomation.
- Proposals: This displays the sales appointments created with the proposal from the quick quote for all salespeople based on the options Day, Week, Month, Agenda, or Technician.
- SO Appointments (SedonaOffice): This displays the miscellaneous appointments for technicians based on the options Day, Week, Month, Agenda, or Technician.
Select Employees
A user can select one or more employees to limit the results on the calendar to only those employees selected.
A user can clear the employees selected using the 'X'.
Double click the appointment to view the Event Details.
- Information is view only.
- Appointment Details include the Title, Type, Start and End Date, Description, and Employee.
- View Proposal button opens the proposal related to the appointment.
- Appointment information includes Proposal number (PR#), Time Window, Job Type, Map Code, and URL of the proposal.
Refreshes in 5 minutes
If this checkbox is selected, the Calendar will refresh every five minutes to update with any appointments created by other users.
Filter/Refresh
A user should refresh the data with any changes to the filters, appointment types, dates, etc. to assure the information is based on the most recent selection.
Show Full Day
Clicking this button will display the calendar in full 24 hours versus business hours.
PDF Button
Clicking the PDF button exports the currently viewed data.
Today Right/Left Arrows
Clicking the right or left arrows will display the Calendar for previous or future dates.
