Calendar

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Icon.Calendar.png The Calendar module, located in the General group, provides a simple way to create and edit calendar events. Because calendar events are shared with all Fishbowl users, the Calendar module can be used to keep all users up-to-date on important events.

Contents

Layout
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The Small.Calendar.png Calendar module has three basic areas: The module toolbar at the top, the navigation pane to the left, and the viewing area in the middle.

Month View.png

Views
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The viewing area has several different calendar views. The view is changed by clicking one of the view buttons located in the button toolbar.

Calendar views.png

Navigation
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The dates displayed in the viewing area can be controlled in several ways.

Create an event
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A new calendar event can be created in the following ways:

When a new event is created, the Calendar Event dialog window will be displayed.

Calendar event dialog.png

A calendar event has the following details:

Red text in the dialog window indicates a required field that still needs to be entered.

Edit an event
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An event can be edited in the following ways:

Categories
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Calendar Category.png
Calendar events can be organized into categories and orders can be assigned to custom categories. To modify the categories, click the Categories tab at the top of the navigation pane.

Work orders
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Calendar events.png

Issued work orders will automatically be displayed on the calendar according to the scheduled date of the work order.

Sales orders
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Calendar events.png

Issued sales orders will automatically be displayed on the calendar according to the scheduled date of the sales order.

Purchase orders
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Calendar events.png

Issued purchase orders will automatically be displayed on the calendar according to the fulfillment date of the purchase order.

Other functions
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