Diary and Timeline
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 ...
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 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: Click on the Main Menu - Modules - Engineers Click on New Engineer Complete the details of the engineer then press Save Should you wish this engineer/person ...
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 ...
Changing Test Result set for an Existing Appointment
There may be times when you wish to change the test result set associated with an appointment. In order to do that follow these steps. Open the Timeline and locate the entry in the Diary or Timeline view and edit it. To Edit it - Right mouse click ...