iPoint CalendariPoint Calendar

The iPoint calendar is your one-stop shop to view the schedule for your employees. From the calendar you can see work orders, events/meetings, and assignments with due dates. You are also able to adjust the calendar to see specific time periods or find work orders based on specific criteria.

Date Navigation

By default, the calendar is going to open to display the current day, regardless of the view you choose. Moving to different days is done in three ways.

  1. Use the navigation arrows Navigation Arrows to move forward or backward. When viewing a daily calendar, the arrows will move the calendar one day at a time. Viewing the monthly calendar, the arrows will advance or reverse the calendar a month at a time.
  2. The Today link between the arrows will take you back to the current day.
  3. Directly above the date title is a small arrow. Click the arrow to open the Calendar Sidebar.
    Calendar Sidbar

Calendar SidebarCalendar Sidebar
  • Click on a particular date to load it to the main view.
  • Use the forward and back arrows, on either side of the month in the center of the screen, to advance or reverse the calendar to find a different month.
  • Once the desired day is loaded, click the small arrow to the right of the calendar to close the Calendar Sidebar.

Items are added to the calendar constantly by a variety of people throughout your organization. The calendar refreshes automatically every couple of minutes. If you want to refresh the calendar faster than the automated schedule, click the Refresh icon to force the screen refresh. This button works the same as the refresh button at the top right corner of the screen.

Calendar Wildcard Search
Enter a text string in the wildcard search to limit the events and work orders being displayed to those that contain the text string entered. This search finds events that match the customer, location, work order description, and/or anything that is in the work order title.

Calendar Groups

When viewing a calendar, you can quickly adjust what resources/users are displayed on the calendar by choosing a Calendar Group. Calendar Groups are defined by system administrators in Settings > Module Settings > Calendar. Then, users are assigned to a calendar group in Settings > Users > Calendar.

Set up a calendar group for sales, technicians, and admin. That way you can quickly view only sales events by changing the Calendar Group dropdown to Sales. Or look at technicians’ work orders by changing the dropdown to Technicians.

Additional options and instructions for the use of the iPoint Calendar are available on these pages:

Last modified: 27 May 2020

Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.