You can use the Calendar as a useful time management and communications tool that brings individuals together in a team, or a business. The Calendar brings clarity and removes confusion on daily tasks and activities.

Discover Calendar

• Get Started
• Calendar Setup
• Calendar Interface
• Calendar Events

Get Started

• The Calendar module is a fixed module that needs to be added to the Main Menu or/and to the Tile menu using Main Menu > Setup > Menu Manager. However Calendar Setups are fixed in the Main Menu > Setup drop-down list.
• User Access needs to be granted to access the Calendar Setup. Navigate to Main Menu > Setup > Settings > Users > Group - Calendar > Calendar Setup - Access Allowed (image below).
  • You are also able to specify which User has Calendar Administrator status in Main Menu > Setup > Settings > Users > Group - Calendar > Calendar Administrator.

For more about User Settings, click here.

• Before attempting to use to Calendar module, you must first create Resource Groups in the Calendar Setups (more below).

Calendar Setup

The QuickEasy BOS Calendar is a fixed module, however you are required to set-up Resource Groups if you wish to create Calendar Events that apply to specific Users or Planning Board Stages. If no Resource Groups exist, the Calendar will serve as a basic personal Calendar for the User.

Navigation

Main Menu > Setup > Calendar

Main Menu > CRM (Customisable Menu Title) > Calendar > Menu > Calendar Setup

1. Resource Groups Data Grid - This data grid will list all the Resource Groups created.
2. Resource Group Setup - Here you can create the Resource Group, the description (4) entered for the Resource Group will be displayed here.
   • Click on the Arrow button to hide or show the Resource Groups data grid (1).
3. New - Clicking this button will create a new Resource Group, populating the Resource Groups data grid (1) with a new row.
4. Description - Enter the name of the Resource Group here.
5. Add - Clicking this button will add a new Resource to the Resource Group. When you click on the Add buttons drop-down arrow, the following functionality becomes available:
   • Add - All Users - This will add all the Users listed in the database as Resources.
   • Add - All P/B Stages - This will add all the Planning Board Stages as Resources.
6. Type - This specifies the Type of Resource; User, Planning Board Stage or Other.
7. Resource - Here you are able to select the desired Resource from the drop-down list. The Resource drop-down list will populate with records relating to the Type (6) selected.
8. Description - The Description field will automatically populate with the selected Resource's (7) description when you click Save. You are also able to enter any description in the Text field.
9. Share - This specifies how the Calendar Event will be shared with the Resource.
   • None - The Calendar Event will be hidden to the specific Resource.
   • Can View - The Resource will only be allowed to view the Event.
   • Can Edit - The Resource will be able to view as well as edit the Event.
10. Label - This allows you to select a colour that will represent the Resource
11. By right-clicking on a Resource (or by clicking on the ellipsis) will make the following additional functionality available:
    • Delete Resource - This will delete the selected Resource from the Resource Group.
    • Move Up/Down - This allows you to move the Resource up or down in the data grid.
12. Menu - The Menu button provides the following additional functionality:
    • Delete Group - This will delete the Resource Group. You will first need to delete all the Resources within the Resource Group before you're allowed to delete the Resource Group.
    • Save/Restore Grid - This allows you to save or restore the data grid.

The Resource Groups created here will be available in the Calendar Interface's Groups button (more about the Calendar Interface below). See image below:

Calendar Interface

Navigation

Main Menu > CRM (Customisable Menu Title) > Calendar

1. Calendar Navigation - This provides an easy way to navigate your way through the Calendar. By clicking on a date here will automatically change the Calendar Event Grid (2) to the selected date. When you click and hold on the month description, you are then able to easily navigate to a specific month without clicking on the arrows numerous times or endlessly scrolling on the Calendar Event Grid. See image below:

Days with Events will be marked in bold.

2. Calendar Event Grid - Here the Calendar with all the created Events are displayed. You are able to view the Calendar in five different views by selecting the desired view from the View drop-down list (3).

3. View - Select From the following Views:

• Day View - This view will display the Selected Resources in columns with the Day expanded to each hour underneath. In the example below only two Resources were selected, therefore there are two columns displayed. See image below:

• Week View - This view will display the Selected Resources in columns with the Week days underneath. See image below:

• Weeks View - This is similar to the Week View, except in this view the week days are displayed in columns underneath the selected Resource.

• Year View - This view will display all the months of the year in rows and days in columns. Only the Events linked to the selected Resources will be visible.

• Time Grid - The Time Grid View will display the Resources in rows and days/weeks/months in Columns. The Time Grid View makes an additional filter available where you can specify if you wish to view the Days of Month, Days of Week and Hours of Day. This filter also allows you to specify the time-window you wish to view by selecting a from and to time. See image below:

4. Groups - Here you are able to select which Resource Group's Events you wish to view in the Calendar. You can view one or multiple Resource Groups at the same time.

5. Output - This allows you to Print, E-mail or Export the Calendar to PDF. See image below:

6. Menu - The Menu button provides the following additional functionality:

• Calendar Setup - This will open the Calendar Setup in the side-panel, where you are able to create or edit Resource Groups.
• Save/Restore Grid - This allows you to save or restore the grid. Functionality to save the grid for all users are also available.

7. Resources - This displays all the Resources created in the Calendar Setups. By checking the Resource's check-box will make it's Events visible in the Calendar.

8. By right-clicking on an Event will provide the following additional functionality:

• Create Event - This allows you to create a new Event (more below).
• Go to This Day - This will open the Day View of the selected date.
• Today - This will automatically navigate you to the current day's date.
• Go To Date - This will open a pop-up window where you can navigate to a specific date as well as the View it should be displayed in (image below).

Calendar Events

The QuickEasy BOS Calendar Events is what makes the Calendar so powerful for managing your business. Events working in conjunction with Resource Groups can be used to allocate Resources by date and time, such as for accommodation reservations in the hotel industry, or conference bookings for Staff and Customers.

When creating Events it's important to first select the desired Resource Group you wish to be linked to the Event.

Navigation

Main Menu > CRM (Customisable Menu Title) > Calendar > Right-click on Date > New Event

1. Subject - Enter a description for the Event here.
2. Location - Here you can specify where the Event is to take place.
3. Label - This informs the Resource the action required for the Event.
4. Start time - Enter the Event's starting time here.
5. End time - Enter the Event's ending time here.
6. All day event - If this box is checked, the Event will last the whole day only allowing you to select a start (4) and end (5) day. When this box is unchecked it is assumed the Event wont last for the entire working day, so you are able to specify the start and end day as well as time. See image below:

7. Show time as - This specifies how the time will be recorded against the Resource. E.g., Staff attending a Customer visit will be recorded as Out of Office.

8. Note - Here you are able to enter a note regarding the Event.

9. Recurrence - If the Event is going to happen more than once, you are able to create a Recurring Events by clicking this button.

For example we want to send Staff on training once a week for four weeks. See image below:

10. Event Time - Here you can specify the duration of the Event.

11. Recurrence Pattern - Here you can specify the recurrence pattern by selecting Daily, Weekly, Monthly, Yearly and the days it will recur.

12. Range of Recurrence - Here you can specify when the Recurrence will start and end.

13. Remove Recurrence - This will remove the Event's recurrence and it will then simply be a once-off Event.

Click OK and the Calendar grid will populate with the new Recurring Event, see image below:

Recurring Events will be displayed with a looping arrow symbol, see image below:

When you hover over an Event in the Calendar, a pop-up will appear providing more information about the Event. See image below:

When you want to edit/open an Event you can simply right-click on the Event and select Open, however with Recurring Events you will be prompted to open the specific occurrence or the entire series of occurrences. See image below:

If you wish to edit/open Recurring Events you can simply right-click on the Event and select Edit Series. This will avoid the step above.

By right-clicking on an Event also allows you to change the Show Time As and Label parameters.