Adding a New Name into the Diary and Timeline

Adding a New Name into the Diary and Timeline

To add a new engineer or a new name into the Diary and Timeline complete the following steps:

  1. Click on the Main Menu - Modules - Engineers
  2. Click on New Engineer
  3. Complete the details of the engineer then press Save


    • Related Articles

    • Removing a Name from the Diary and Timeline

      To remove an engineer from the Diary and Timeline complete the following steps: Click on the Main Menu - Modules - Engineers Edit the engineer in question by clicking on the pencil at the left of the row. Click on the Employment End tickbox Edit the ...
    • Enable Saturday and Sunday on the Diary and Timeline as working days

      In order to enable Saturday and Sunday on the Diary and Timeline , tick the boxes for Sat and Sun displayed below. These can be found in the main menu - Settings - Company - Appearance Defaults Tab The highlighted areas in the Timeline and Diary ...
    • Allocating more than one engineer to a Job,Quote, Call or Event in the Timeline

      If you wish to add two engineers to the one Job, there are a number of ways you can achieve this. 1. Select more than one engineer when scheduling the Job. To so that hold the control key down and select more than one engineer in teh engineer list ...
    • Adding Sage Remote Data Access - Sage Drive

      A: To Enable Sage Remote Data Access for the first time complete the following steps. Step 1 -Select Menu :  Settings - User Management - Users menu Step 2 - Click New Step 3 - Select Administrator then select Continue Step 4 - Enter username and ...
    • Creating a New Contract - Renewal Wizard

      To create a new contract using the installation system renewal wizard, complete the following process. STEPS Click on the Installation Activity icon for the record you wish to renew within the Installation Module Click on New Contract to start the ...