By clicking the cogwheel symbol in the top right corner of the calendar you open the calendar view options.
Here you define which Period (day, week, month) shall be displayed.
If your visits are often shorter than 30 minutes and you like to work with the calendar’s day or week view, it’s a good idea to change the calendar’s Time scale from 30 to 15 minutes. The appointments are displayed twice as tall in the calendar and thus contain more text.
Choose the kind of View:
- Plan: You will only see the schedule and fixed appointments.
- Reports: You only see call reports.
- Combined: Appointments, call suggestions and call reports are shown together. An appointment or call suggestion for a customer will only be shown in the calendar until you enter a call report for that customer on that day – i.e. the customer was actually visited. Subsequently, the view will only show the call report for clarity reasons.
The Label section allows you to choose the labelling of individual appointments, call suggestions and call reports in the calendar. Choose between Subject first, Location first and Only location. “Subject” also contains the customer’s name.