Calendar

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

Navigation

Main Menu > CRM > Calendar

  1. Multiple Resources: Resources include Staff as well as production Cost Centres. This makes it possible for all users to see when a colleague is available as well as to view the production schedule of a Cost Centre. The Company Calendar can be viewed by all users, but updated with permission only - useful for sharing company events and information.

  2. Drag-and-Drop: Use Drag-and-Drop, Copy-and-Paste to move and copy appointments across Days or Resources.

  3. Recurring Appointments: You can create events that recur daily, weekly, monthly, annually or on a specific day of the week.

  4. Views: View the Calendar by Day, selected Days, Week, Month, Year or as a Time Grid. You're able to specify the visible days of the week and working hours for the Time Grid View.

  5. Output: The Calendar can be printed to look exactly the way it displays on your screen.

Calendar Functionality

Setups

Calendar Resources and Resource Groups can be explicitly created in the Calendar Setup module-Main Menu > Setup > Calendar. An access setting has also been created for this module Staff Settings > Setup > Calendar - Access Allowed.

The following Resource Groups are added when upgrading: Users, Planning & Other.

All the users are added to the Users group and all the Planning Board stages are added to the Planning group, but none of the resources are shared, so after upgrading, users will only be able to view their own Calendar.

The Company calendar is added to the Other group.

Ctrl+Del can be used to quickly delete Resources.

Resources Settings

  • Colour - determines the background colour of the resource.

  • Share - determines whether or not other users can view/edit the Resource. Options include:

    • None

    • Can View

    • Can Edit

Staff Settings - Calendar Administrator - The Calendar Administrator can edit all the shared Resources even if they are shared as Can View.

A Groups button has been added to the Calendar to filter the visible Resources by Group - see image below:

  • A function to Save Layout (All Users) has been added to the Menu. This will save the layout and visible resource.

  • Events / Calendar- Functionality has been added to 'View in Calendar' from an Events transaction and to 'Open Transaction' from an Event which is linked to a Transaction. See image below. (Reminder: Use Main Menu > Layout > Side > Main and Main > Side to move modules from the left panel to the right panel and vice versa.

Creating Transactions from Calendar

Transactions can be created directly from the Calendar. See images below:

The selected date and time is automatically populated. The user needs to select a Customer and an Item to insert into the transaction. Items are filtered using the Transaction Type Category filter. Only Event Items can be selected. (ie. Items where Event Type <> N/A).

When the Create button is clicked, the following happens:

  • A new Transaction is Created

  • The selected Customer/Supplier is linked to the Transaction.

  • The selected Item is added to the Transaction

  • The calendar Event is created and located.

User Setting - The following User Setting is required to identify the Transaction Type in which transactions will be created in the Calendar.

Transaction Type Setting - The Transaction Type needs to have the following settings enabled:

Item Setting - The Item’s Event > Resource Group must be set to the Resource Group from which the Transaction will be created in the Calendar.