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Customizing the display of your Calendar can help you organize and manage your schedule more effectively.
Click on the Display button at the top right
There are three sections:
Display Resources Advanced
Section 1: Display
Period: Allows you to adjust the view
by day
by week
by month
In all 3 scenarios, today's date is always in red, so you can easily find your way.
Mode:
Calendar: information is displayed in columns
Timeline: information is displayed in rows
Note: only available in day mode
Colors:
Resources: Display by resource color. View this guide: Gérer les comptes de vos ressources (utilisateurs)
Services: Display by service color. View this guide: Service settings
Section 2: Resources
All: Displays all resources (employees) on the calendar
None: Will not display resources on the calendar
NOTE: "Unassigned" adds a column to your calendar for visits/work orders that are scheduled but not assigned to an employee/resource.
Section 3: Advanced
Week from: Allows you to select the days of the period you wish to display (i.e. Monday to Friday, Sunday to Saturday, etc.).
Intervals: Default intervals are 1 hour (hour) - 1 hour (label)
Hours: Allows you to view the time intervals between each of your visits according to your business needs
Labels: Allows you to view a block of time within your intervals.
Group by:
Resource: Allows you to organize your agenda by Resource
Date: Allows you to organize your calendar by date
Card title:
Customize the information displayed in the Agenda visit tile
Choose to display all or part of the information on the tile.
By hovering over the tile with your mouse, a pop-up including the details will appear
Name: Customer name
Address: Jobsite address
City: City
Service: Service to be executed at jobsite
