Field-Calendar Page

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The Field-Calendar page displays your service entries and scheduled tasks for a selected month/week/day.

Viewing Your Calendar

Follow the steps below to view various dates and details from the Field-Calendar page.

Step

Action

1

If you want to

·  Scroll through the calendar by month/week/day, click or touch the appropriate arrows to move backward  or forward  through the calendar.

·  Switch Views

o  Click or touch the Month, Week or Day button to select the view (week view shown below)

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2

To view the entries for a specific day, click the Entries Link under the corresponding date.

 

The Green background color indicates this Calendar Entry is a service entry that has been completed and now is part of the Retailers-Hist Service History.

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Result:  Displays the Retailers-Hist Page with the Service History record in the viewing window.

 

The Red background color indicates this Calendar entry is an open task that is overdue and should be completed by utilizing the Perform button on the Retailers-Tasks Page.

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Result:  Displays the Retailers-Tasks Page Show Existing View with the record in the viewing window.

 

The Blue background color indicates this Calendar entry is an open task with a due date that is later than today’s date.

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Result:  Displays the Retailers-Tasks Page Show Existing View with the record in the viewing window.