How do I create an Event on my Calendar?
To create an event, open the Calendar and choose a date you want to create an event. Double click on the date and it should open a popup to create an event.
To create an event in the app, go to Calendar and on the bottom right, there is a green + icon. Once that is selected, a new event is created.
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How do I create an OSHA report for any employee for any event that occurred?
To create an OSHA report for any employee for any event that occurred, go to the Incidents module and then create an Incident. Once created, scroll down to OSHA 300 Log and select Create OSHA 300 Log (Add Employee) and create the log.
How do I add an event in Calendar from the Dashboard?
On the dashboard, on the top right, there should be a Calendar icon with a + sign on it. Once that is selected, the first option is Calendar Entry that is selected by default. From here, the calendar entry can be created.
Which items can appear on the calendar?
The Calendar is a powerful tool that allows you and your employees to change the views to better focus on the tasks that matter most to you. Using the Display Options dropdown, you can select which types of items will appear within the calendar. ...
How can I add a Marketing activity to my Calendar?
There are a few ways to achieve this. On the Dashboard, click on the Calendar icon on the very top, to the left of the Live Chat it should say Add a Task when you hover the mouse over it. Once clicked, you can choose Sales Activity to create a ...
What is the quickest way to add a Calendar entry, Sales activity or To-Do?
To add Calendar Entry, Sales Activity or To Do, the fastest way is to be in the Dashboard and then on the very top of the page, you will see a Calendar icon with a + sign on it. It will be on the left to the Live Chat option. Once selected, you can ...