Create/Edit Calendar Items
The Add Calendar Item and Edit Calendar Item screens allow you to enter and edit calendar items. A calendar item can be related to a customer, or it can be an Admin item, which does not require a customer and is useful for tracking internal time such as administrative work. Information for the customer associated with the calendar item displays in the Customer Information section.
You can create a customer specific calendar item by sliding the toggle to Customer. Enter a subject, choose whether the item is an event or a task, complete the remaining fields, and save. Note: You can also create calendar items directly from the customer account.
You can create an Admin calendar item from the Calendar or the Dispatch Board. Select Admin, enter a subject, choose whether the item is an event or a task, complete the remaining fields, and save.
Admin calendar items appear on the technician's timeline on the Dispatch Board and in the Calendar Items list view. See the Dispatch Board: Timeline article for more information.
Each field on the New/Edit Calendar Item screens is defined below.
| Label | Definition |
|---|---|
| Admin / Customer | Toggle at the top of the screen that selects whether the calendar item is related to a customer or is an Admin item that does not require a customer. When Admin is selected, the Select Customer field is not required. |
| Select Customer | Select the customer for the calendar item. This section does not display if you accessed this screen from the Customer Profile, or if you have the screen toggled to Admin. |
| Subject | Subject for the calendar item. The Subject field is limited to 60 characters. |
| Type | Type of the calendar item. Type options include Event or Task. |
| All Day | Click to set the calendar item to All Day. All-day items do not have start or end times since they last for the entire day, so the Start Time and End Time fields are hidden when this option is selected. |
| Private | Click to set the calendar item to Private. Private items are limited to 1 attendee and only display on the calendar for that 1 rep. |
| Start Date | Start date for the calendar item. |
| Start Time | Start time for the calendar item. Items set to All Day do not have a start time. |
| End Date | End date for the calendar item. |
| End Time | End time for the calendar item. Items set to All Day do not have an end time. |
| Action | Action for the calendar item. Action options for Tasks include Follow Up, Phone Call, Send Email, Send Letter, Send Proposal, and To-Do. Action options for Events include Appointment, Preventative Maintenance, Service Call, Lunch, Meeting, PTO, and Holiday. |
| Location | Location for the calendar item. |
| Contact | Name of the contact on the customer record for which the calendar item was created. |
| Priority | Level of priority/importance for the calendar item. Priority options include High, Medium, and Low. |
| Attendees | For events, the names of the reps in your company invited to the event. Items set to Private are limited to 1 attendee. |
| Assigned To | For tasks, the name of the rep in your company who is assigned to handle the task. |
| Notes | Additional information about the calendar item. |
| Create/Save | Click to create/save the calendar item with the information entered. |