From the main schedule you can view all actions, e.g. installations, surveys, deliveries etc.
From the main toolbar click 
Diary > Schedule on the top toolbar
New Appointments
New events are created in the schedule:
•Manually (see new appointment)
•Automatically when you input dates on the Accept Quote screen.
For example if you specify dates for survey, delivery, fitting, appointments will be created for those events.
See Also: Toolbar (below), New Appointment, Managing Appointments
Schedule Toolbar
Prev / Next
Move forward and backwards through time.
New
Make a new appointment.
Calendar
Shows a popup calendar so you can quickly pick another time to view.
List
Views all appointments in list view with dates as sub-headings.
Daily
Daily view shows each day as a separate column. By default this shows 5 days at once.
Click the drop down arrow to select how many days to show at once.
Weekly
Weekly view shows each week as a column.
Click the drop down arrow to select how many weeks to view at once.
Monthly
Monthly view shows whole months as an overview.
Click the drop down arrow to select how many months to view at once.
In monthly view double click a date to jump to a list view for the selected date.
Open
Click on an appointment related to an order and click Open open the quote/order.
Book In
Click on an appointment related to an order and click Book In to open the screen to book in supplier deliveries against purchase orders. (This is the same screen as opened via projects).
Change view settings for the schedule layout (User specific).
Refresh
Click to refresh the view. If you have made many alterations they will not appear until you refresh the screen.
Expand & Filter
At the bottom right select the blue Expand icon to show a pane down the left of the screen. This shows you all the available filter options which you can use to narrow down which events are shown.
Filter
•Put a check in the resources you want to view and combine that with the filters below.
•Click Filter List to apply the filter.
•Use Show All to return to the full view.
Use the Print button (on the top toolbar, or at the bottom of the diary screen) to print out a diary style view of the appointments. If you have filtered the list, the print out will be the filtered data, as seen on screen.
Related Topics:
Customise (user specific)
Schedule Configuration (system-wide)