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On the Calendar Scheduling form, click Task Selection to open the Task
Selection form.
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Specify this information in the Selection Override section:
- Select Tasks
- Select this option to show only the tasks listed in the grid
on the scheduling board when you click
Apply To Display.
- All Tasks
- Select this option to show all scheduled tasks on the
scheduling board when you click
Apply To Display.
Note: All fields are disabled and filters are reset after
selecting this option.
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Use these buttons in the Select Tasks To Add section:
- SRO/Incident Button
- Click this button to open the Select Additional Tasks modal form,
which allows the user to manually add service orders.
- Campaign
- Click this button to open the Campaigns form, where you can record
information for leads and opportunities.
- Opportunity
- Click this button to open the Opportunities form, where you can
create and track sales opportunities.
- Lead
- Click this button to open the Leads form, where you can create a
sales lead.
- Activity Button
- Click this button to open the Activities form, where you can add an
activity.
- Additional Filters Button
- Click this button to open the Add Tasks modal form and add all
incidents and SROs, down to the transaction level.
- Add All Button
- Click this button to add all incidents and SROs, down to the
transaction level.
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Select
Include Misc Time to
include any appointments set up as Miscellaneous.
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Click
Apply To Display to close
the form, causing the Scheduling board to only show appointments listed in the
task list grid.
Use the buttons on this form as described here:
- Click
Remove Selected to remove
the selected line in the grid from the task list.
- Click
Remove All to clear the
grid.
- Click Map to open the Map form.