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
Hi
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!
I tried the side panel and that works great.
Thank you!
Monika
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
you need to select the Dashboard on the Destination Screen field
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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