Download v3 - Prevail

C A L E N D A R
Click the ‘Skip’ button and type in a number to skip ahead or back that many days
from the current date in the calendar. For example, type in 90 and click ‘OK’ to
skip ahead to the date 90 days from the current calendar date. You can also type in
–90 and skip back to the date 90 days before the current calendar date.
To jump to today’s actual date, click the ‘Today’ button. You will be brought right
back to today from whatever date you were previously set at.
User
Under the ‘User’ section, you can use the drop-down box to choose another user’s
calendar. Click the circle next to ‘User’ in the ‘View’ section, then change the user
to someone else. You will see everything scheduled for that particular person.
Client
When the ‘View’ is set to ‘Client’, you can change the client by clicking the
‘Change Client’ button. The client name Power Search window will appear. Search
for a client’s first or last name and click the ‘Search’ button. Double-click the
client you want to view in the calendar.
View
The ‘View’ section allows you to change whose data you want to view. The ‘User’
option means you will be viewing the appointments and to-dos for the current
user. To view appointments and to-dos associated with a particular client, click the
circle next to ‘Client’. If you would like to see all appointments and to-dos for
every user and all clients, click the circle next to ‘Everyone’. Depending on how
much you have scheduled, it may be difficult to view all the data. This is a
function you would want to use if you were scheduling a meeting for several
people and needed to see when everyone was available. Otherwise, you may want
to stick with using the User or Client view.
Tabs
Like Prevail, tabs arrange the different calendar views. The ‘Appointments’ tab
will show you the scheduled appointments for the currently selected day in a list
format. The ‘Daily View’ tab is similar to that of a daily planner. It shows the
entire day hour-by-hour, or according to the chosen time block. The ‘Daily Graph’
tab will give you a graphical chart of up to ten user’s scheduled activities for the
current day. The ‘5-Day View’ shows all appointments for the particular view for
the current day and the next four days. The ‘Monthly View’ gives you a larger
monthly calendar. Days with scheduled appointments will have as many
appointment descriptions that can fit into a day’s box. Resizing the calendar
window will stretch out the width and height of each day.
Views
The Views is basically the page content that is showing. By clicking on the
different tabs, the content of the pages will change.
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