Calendar SettingsThese settings affect the Calendar Module.
Calendar Refresh Minutes – By default, the calendar is a static view of the events and work orders on your schedule. New items added to your calendar are added when the calendar is reloaded manually. Placing a number in this field will cause the calendar to refresh every ## minutes. The refresh timer is helpful if you leave the calendar open on a monitor all day long. As new work orders and events are added, they will appear automatically on the minute cycle you enter.
Limit filter result – This is a legacy feature tied with the old calendar. Companies with lots of staff would see the calendar freeze. Checking this box would limit future events from displaying. Again, you don’t need to use this option if the New Calendar has been implemented.
Delay Calendar Load – In some server configurations, the events on the calendar will not load unless you click the Refresh Calendar button. If this problem presents itself in your company’s iPoint installation, clicking this button may help resolve the issue. It is best to verify with iPoint Support if this option needs to be enabled on your file.
Work Order Calendar Event Text Customization
When a work order is displayed on the calendar, the default is to display the following details:
Date – Work Order Title
Client Name
Full Address
Work Order Description
You can modify that default display by entering customized text here in this box.
- Enter text into the text box to customize what is printed
- Choose a Merge Text field from the dropdown
- Place your cursor in the text box where you want the text to display
- Click the Insert button
Milestone Calendar Event Text Customization
When a milestone is displayed on the calendar, the default is to display the following details:
Time – Project title
Client Name
Phase
Calendar Groups
Calendar groups are used to separate employees into divisions or groups for display on the calendar. Calendar groups are assigned to users in Settings > Users > Settings.
When viewing the calendar, a user can choose to view a specific Group, and only members of that group will be visible on the calendar.
For example, you might have three groups, Technicians, Sales, and All Staff.
Selecting Technicians when viewing the calendar will only show users who are techs. Where selecting Sales will display the salespeople in your company. To see every staff member, you’d choose All Staff.
- To create a new group, enter a name on the first empty line in the Group Name column.
- The Group Description field is optional and used to describe the group.