How do I see all To Do's on the Calendar?
To see the To-Do's on the Calendar, go to the Calendar and select Display Options and choose To-Dos and all the To-Dos will display in the Calendar.
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How can I see a list of expired permits?
You can sort the Permit table by clicking on the "Expires" column heading to see th eexpiration dates of all active Permits. This information is also available to display on the CALENDAR. You could also create a Custom Report in the REPORTS feature ...
How do I see all the assignments for the Users on the Calendar?
To do this, go to the Menu and select Calendar, and pick a view from Day, Week or Month. From the Display options on the top left you can further filter the options if needed. Click on the Employee button on the top left and then pick the employee ...
How can I display my Crew Schedule on the Monthly view of the Calendar?
To display Crew Schedule on the monthly view of the Calendar, please go to the Calendar and on the top left, you will see a dropdown called Display options. Once that is selected, there should be a list of items in which Crew Schedule is one of them. ...
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 ...
How do I see my most recent activities and notifications?
Notifications and History is a great way to see recent notifications and activities and to see this, go to the Dashboard. Once here, on the top right, right below the profile name, you will see a circular arrow that looks like it has time on it. ...