Calendar Views

This paragraph only applies to Windows devices.

The status of a visit is represented by the following colors:

  • Status Planned: light grey
  • Status Assigned: dark grey
  • Status Declined: red
  • Status Accepted: orange
  • Status Started: light blue
  • Status Stopped: dark blue
  • Status Completed: light green
  • Status Finalized: dark green

You can perform these actions:

  • Switch to Day, Month, Week or List view.
  • Use the slider to zoom in or zoom out on the visits in the Day, Month and Week views.
  • Use the status filter field to display only visits with a specific status in the List view.
  • Move the visit using drag and drop: click and momentarily hold to select the visit. While holding down the mouse button drag the visit to the desired time.
  • Click the visit to access the activities of the visit in the expanded view.
  • Click Accept or Decline to Accept or Decline the visit.
  • Add a Visit.
  • Editing a Visit.