To access the CALENDAR VIEW: Click the CALENDAR VIEW button
Mobile Calendar View Summary:
The MOBILE CALENDAR VIEW is where you get a quick-at-a-glance view of the day-to-day tasks that occur in your operation on the seedtrakr app.
Tasks that will appear on the Mobile Calendar View are Upcoming Pickups, Lot Processing, Shipment Orders, Expiring Quotes, Follow-up Engagements (CRM), and Work Orders.
When the date is set at the time each task is created, it will then appear in the Mobile Calendar View.
This can be seen through daily, weekly, or monthly views.
To access the Mobile Calendar, click the Calendar button.
Screen Actions
The button in the top right corner is used to set the format on how you want to view the calendar.
Monthly
Weekly
Daily
The buttons on the top right and top left corner are used flip forwards or back by month.
To filter by group (All, Yard, All Sales, and Individual Sales Users) click on the filter button in the top right corner.
For a daily summary, click on the day you're interested in viewing.
To view a summary of the calendar item, click on the Calendar Item.
On the item summary, click View Details to go to the details screen of the item.