Hi there,
Would it be possible to use a link to the staff calendar from the appointment directly, so we would not have to switch back and forth.
Also, how can we show that a staff member is absent and not available (PTO, training, sick) on the staff calendar?
Thank you!
Monika
+4Hi
On the appointment form, you can use the action Schedule on Staff Calendar to open the Staff Calendar Board.
Also, here is an idea on how to add a calendar as a sidepanel
To show an employee as PTO you can create Unavailability rules on the Staff Schedule Rule FS202001 form and generate the rule. That will show the time slot with a red bar.
Hi
I tried the “staff schedule rule” and “unavailability”, thank you!
On seeing the schedule on the appointment, I don’t want to schedule it right away, I would like to see, which staff member has availability, without scheduling and then assign it to the one that has openings.
Thank you!
For the side panel.
I added a dashboard for the calendar, then I created a customization project, saved it.
My question now is how do I add the dashboard?
Thank you!
Monika
The dashboard I have created for the calendar (CST.DB.00.00.42) is not on the drop down list for the “destination screen”.
Also, when I search by “dashboards”, the one with the calendar does not show up to chose.
How can I get the dashboard to show up in “destination screen”?
Thank you!
Monika
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