Calendar
Purpose: The calendar is a timeline of company
activities. Data is not entered on
this form.
Overview: Select a company from the company tabs
at the top of the form to view that company’s calendar. There is a color-coded row of checkboxes on
the top right. The same colors appear
in the calendar representing business activities on specific dates. These filters can be turned on or off to
show any combination of activity types. Click the All button to view all of the activities.
A color in a date box indicates the type of activity that
occurred on that date. By double
clicking on that date a description of the activities for that date appear in
the list on the bottom right of the form.
Monthly Calendar
Most of the functions of the calendar appear on the
Monthly calendar as opposed to the yearly calendar.
Related
Information:
Yearly: The yearly calendar
is provided primarily as a reference. Company data is not displayed on the yearly calendar
GO TOP
Company Tabs: Select a company name using these tabs and the calendar
for that company appears.
GO
TOP
Month Tab: Switch from a year to a month calendar using this tab.
GO
TOP
Year Tab: Switch from a month to a year
calendar using this tab.
GO TOP
Month Mover: Move the calendar one month ahead or one month back using these
arrows.
GO
TOP
Year Mover: Move the calendar
one year ahead or one year back using these arrows.
GO TOP
Type Filter: There are six filters that can be used to
limit or expand the number of activities displayed on the calendar. The number of activities that can be
displayed in one date box is limited. To view all of the activities on a
date, double click the date box and the activities for that date will appear
in the descriptions list on the right side of the form.
GO TOP
Descriptions: Double click on a date to see a short description of the activities
for that date in the list on the right side of the form. Expand the activities in the list by
clicking on the Month or Year Move bars at the top of the calendar. The descriptions can be sorted by date in
ascending or descending order by clicking on the sorter bar at the top of the
descriptions list.
GO
TOP
Activity Markers: coded tags in the date boxes that can be turned on or off using
the filter switches at the top right of the form.
GO
TOP
Year Slider: Yearly calendar can be moved year-by-year using this slider.
GO TOP
Month Slider: Yearly calendar can be moved month-by-month using this
slider.
GO
TOP
|
Home 
