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Distributor Version»Calendar for Distributors
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Last modified on 1/23/2013 7:28 PM by User.

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Calendar for Distributors

 

The calendar gives users the ability to see company activity based on the creation of transactions, events, reminders, bidding jobs, etc. in an easy to use calendar format.  All transactions can be opened directly from the calendar entry.  If the user has the required security, they can view the company wide calendar as well as their personal calendar.

·         View the bid board by calendar date

·         View projects or orders you have created by day or by month

·         View the entire company’s transactions for a time period (requires specific security settings)

·         Review reminders (tasks or conversation with other staff)

·         View scheduled events

·         Color coded entries quickly reference importance of quotes or status of the job

·         Configure the view to limit information to transactions you want to see

·         See entries by day, workweek, calendar week, and month, work month or full month