Calendar Views

You can display the calendar in three time formats (click the link for a graphic):

Daily. Click to display a specific day.
Weekly. Click to display a week (all seven days).

Monthly. Click to display an entire month. You can customize the information that appears on the monthly calendar in the Calendar Options dialog box.

Caution!

Caution:
Time Blocks that have a duration of less then .5 hours will appear as a half-hour block in the calendar. This is a limitation of the calendar display.

Tip!

Tip:
Selecting a time block from the Day or Week view displays details on the right side of the page underneath the Calendar Navigator.

The filter controls what type of jobs, estimates and/or tasks appear on the calendar. For details, see the Filter Overview section.

To change the displayed date or date range, use the following buttons:


Previous Date	Next Date	Today's Date

Available in the Daily and the Weekly views, the Calendar Navigator enables you to quickly move to and display any date.

Click the grey arrow buttons on either side of the month to move forward or backward one month at a time. Click a date to display the date’s jobs in the Daily or Weekly view.

You can display the daily and weekly calendar view in three different formats (click the link for a graphic):

Box View - displays a box for each job, estimate and/or task.
List View - displays a listing for every job, estimate and/or task.
Bar View - displays a bar for each job, estimate and/or task.

You can double-click any job, estimate, or task to open it.

On the Day and Week Box and Bar views, you can right-click jobs and estimates to display a pop-up menu of additional options. These options are:

Change Job Substatus. Select the new substatus you want to assign to the job without opening the job record.
Open/Edit Job as Project. Converts the current job or estimate into a project.
Complete Job. Opens the job in the Completion Wizard.
Cancel Job. Cancels the job or estimate.
E-mail Work Order. Sends a work order of the job to the job's employee(s). See Emailing a Work Order to an Employee for details.
Feedback. Opens the Feedback Wizard.
Details. Displays a summary of the job or estimate in a dialog box.
Send E-Mail. If integrated with Microsoft^®Outlook^®, will open a new e-mail to the customer.

Mail Merge. If integrated with Microsoft Word^®, will create a mail merge. See the Running a Mail Merge section for details.
Phone Numbers. Displays the customer's phone numbers in a dialog box.
New Transaction. Enables you to enter a new transaction for the customer. See the Transaction Overview section for details.
Map Service Location. Will display the address at which the job/estimate is being performed in your mapping tool.
Get Directions. Displays directions in your mapping tool.

Note that no mapping option will appear if you are not integrated with a mapping tool.

See Also:
Jobs Overview
Calendar Tabs