Naviteer FSM Software - Broker & Distribution Editions
Naviteer FSM Software - Broker & Distribution Editions

 

 

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Action Calendar

 

 

 

 

Action Calendar

 

Actions entered in the action Log can be seen and updated through the Action Calendar.  The due date is used as the critical date to display the action.

 

The actions can be seen on Day, Weekly and Monthly views.

 

 

 

Calendar For

This section displays the name of the user who owns this calendar.  This is related to (5) Select Calendar For.  Please not the CRM only version only displays the users calendar.  The selection of other calendars is only available on the full version of the program.

Time Frame

Here you can choose day, week or monthly view of Actions.

Date Picker

A dat can be chosen at right task bar to focus the calendar.  This is related to (8) Modify Picker Date Scale.

Action Entry

Each action is shown on calendar based on the date and time entered on the action.  The order of information can be modified under Flies > User Options.

 

 

Select Calendar For

The full version of hte program allows for review of other users calendars.   The user's name is shown at the top of the calendar (1).

Timescale

A timescale for display can be modified from 1 minute to 6 hours.

Add, Change Delete Action

Actions can be added, changed or deleted right from the calendar view.   An action can also be dragged to a different date by simply selecting the action and dragging it to the desired date.

Modify Picker Date Scale

The date picker range can be modified with this button.   Please note the larger the range the slower the calendar will update a heavily populated calendar.

 

 

Page Setup

The page setup is for setting up the printing of the calendar.

 

Print Controls

The controls access print preview and printing of the calendar.

 

All entries can be edited from the calendar.  Double click on the entry and select the view action button.

 

 

 

 

 

 

 

 

 

 

 

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