The Calendar is your management and communications tool that brings individuals together in a team, or a business. It also brings clarity and removes confusion on daily tasks and activities.

Calendar Interface

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: 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.
   • The Time Scale setting for the Time Grid view includes:
     • Day|Hr - Major time scale is Day, minor time scale is Hour
     • Wk|Day - Major time scale is Week, minor time scale is Day
     • Mth|Day - Major time scale is Month, minor time scale is Day

5. Output: You can print the Calendar to look exactly the way it displays on your screen.

User Access

Navigation

Main Menu > Setup > Staff > Edit > Settings > Calendar > Editing of Company Calendar allowed - Yes

This will allow the user to Edit the Company Calendar.