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Using your calendar or diary - Filter and change views/days of the calendar

Filter By Branch, User and or Event type: You can view users of a branch by clicking on the down arrow next to the branch name.  You can ...

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Written by Brad Roby
  • Filter By Branch, User and or Event type:

    You can view users of a branch by clicking on the down arrow next to the branch name.

You can view the event types by clicking on the down arrow next to Event Types. The default is to show everything but Social Distancing Valuation appointments.

You can filter out results by clicking the check-marked box. Anything with a check-mark is included in your view.

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You can filter by Transaction type and Viewing Type as well as Viewing Confirmation status.

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  • Change the month: Quickly change the month you are looking at by clicking the arrows on the mini calendar located on the left hand side beneath event types.

  • You can also click on a date here to view the day view of that date.

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  • Change Calendar Views: You can change your calendar view from Month to Week or Day and Side by side and back again here:

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  • Change the Day/Week/Month by clicking on the arrows here:

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  • You can also change the Day by clicking on any date listed in the Month or Week view.

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For more information on 'Understanding the Calendar Page' click here

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