Defining Calendar Options

You can control the display and appearance of data in the ServiceCEO Calendar in the Calendars Options dialog box.

To open this dialog box:

Select Tools > Options or press CTRL+O. The Options page appears.
Click Calendars from the Categories bar. The Calendars Options page appears.

The Calendar Options dialog box is divided into several sections:

Month View
Day/Week View
Refreshing Calendars
Calendar Printing

Month View

Use the drop-down lists for Line 1, Line 2 and Line 3 to set the information to be displayed in the monthly view of the Jobs page. Your options are:

Number of canceled jobs. Select No. Cancelled. Displays as Can.
Number of active jobs. Select No. Active. Displays as Act.
Number of completed jobs. Select No. Completed. Displays as Com.
Number of pending jobs. Select No. Pending. Displays as Pen.
Total hours. Select Total Hours. Displays as Hrs.
Total revenue or None. Select Total Revenue. Displays as Can.
None. Select None. Displays nothing.

Tip:
You will need to click Apply before you see any changes you make to the Views Options page. In addition, if your screen resolution is set below 800x600, line three will not be visible. To change the screen resolution, edit the Display in the Windows Control Panel.

Day/Week View

To change what is displayed on the day and week calendar views, click Day/Week View. For specific instructions, see the Customizing Calendar Views section.

Select the Use Quick Team Filter Tabs check box to display team tabs on your calendar. These tabs will appear when you click the Team tab on the calendar. To see how this works, read the Calendar Tabs section.

Tip:
We recommend that you only use the Quick Team Filter Tabs if you have less then 10 teams. If you have more then 10 teams, it becomes difficult to display all of the team tabs on the calendar.

Refreshing Calendars

Type the number of minutes in which you want the calendar to automatically refresh in the Refresh the calendars every X minutes field. Note that if you type zero in this field, the calendars will never automatically refresh; you'll need to click the Refresh button to update the calendars.

If the calendar is open, and ServiceCEO is running behind another program when it is time to refresh, ServiceCEO will either start blinking in the task bar or automatically gain focus.

Calendar Printing

You can control how you want your day and week view calendars to print:

Select the time at which you want the Day and Week printouts to start from the Start Time drop-down list.
Select the time at which you want the Day and Week printouts to end from the End Time drop-down list.
Select the number of weekdays you want to display on each page of the Day and Week printouts from the Number of Weekdays per page drop-down list.

Tip:
The Day and Week printouts are the reports generated when you print the Calendar's Day or Week view. To display the calendar, click Jobs from the Navigator bar.
Note that you cannot print the Bar view calendar.

When you've finished defining the calendar options, click OK.

Back to Options Overview