Detailed Calendar (F4)

Access the Detailed Calendar by selecting Customer Management>Detailed Calendar from the main menu, or select the Calendar button from the Activity Search screen. The Scheduler screen appears.

Note: If a date is shown with a green background, an event is scheduled for that date in the property calendar (Configuration>Rate Management>Property Calendar>Calendar) and a tool tip displays the event description on mouse-over.

This screen allows you to view all scheduled Activities for any selected five-day period. Use the detailed calendar to view several days of scheduled Activities and To Do lists.

Search Criteria

The Search Criteria allow you to locate Activity schedules based on dates, owner, property, and filters.

Property. This feature is available if the OPP MHT2 or OPS MHT2 license is active. Use this pick box to choose the property for which the Detailed Calendar applies.

Start Date. Select the first day of the five-day period you wish to view. The default is the current date. Use the << and >> buttons to shift the display back of forward one week at a time. Use the < and>buttons to shift the display back or forward one day at a time.

Owner. The Sales Manager for whom activities are displayed. The default is the logged on user. Click the ellipsis [...] to select a different Sales Manager or one or more other Sales Managers.

Filter Name. Select a filter to control which Activities are displayed.

Working with Filters

Click the Filter button to access the Filter Maintenance screen.

Use an Existing Filter. Use existing fields to search the database. Click on the arrow for a menu, choose one of the saved filters. This filter is automatically applied to the Accounts Database and the results display on the grid below.

Create a New Filter. Use filters to create your own set of searching criteria and save it to use again.

Click on the Filter button, select the New button.
Enter the Filter Name, for example you can use your Sales Rep Initials and then a coding for the filter, (e.g., MF-City).
To define user access rights for the filter:
Select Public for everyone to use this filter.

Select User for just this user to access this filter.

Select Group to assign this filter to a specific group.

Select Property to allow only the selected property to use this filter.

Attach Grid Definition. Check to select or define a Grid for the search display results. Click the arrow to select a grid or define a new grid.

Enter the Description of the Filter (e.g. All Account in the City of Naples).
Double click in the Field cell to choose a field name (area of the database) that is relevant for your search.
Double click in the Operator cell to select the type of search.
Double click in the Value cell to select what exact details to search for.

And / or. To attach a second query, use [And] or [or] and repeat steps 6 - 8. Double click the cell to choose either [And] or [or].

Now click the OK button [Alt +O] to save and close this new filter.
The results that match this search display on the Account Search grid.
Modify an Existing Filter
Click the Filter button.
Select the filter from the Filter Name menu.
Modify any of the details and click OK, to save and close.
Delete an Existing Filter
Select the Filter button.
Click the down arrow next to the Filter Name, and select the filter. Click the OK button.
Select the Delete button.
A prompt displays asking you to confirm, select Yes.
Click the Ok button to return to the Activities screen.

Fields

These fields are visible only when an Activity is highlighted on the Scheduler grid.

Account, Contact, and Business Block. These display the primary profile(s) attached.

Type. Displays the Activity Type from the Details Tab of the activity.

Purpose. Displays the Purpose field from the Details Tab of the activity.

Owner. Displays the owner of this activity.

Duration. The stat time of the activity.

To. The end time of the activity.

Scheduler Grid

The results to your search display on the Scheduler grid. This is a color-coded graphical display of the Activities within the system. If the Activity Block is red ....... then this activity has been completed. If it is green ...... then this activity has not been completed. If the activity is yellow ...... then this activity is being highlighted.

Use the <<>> and <> buttons to move forward and back through the daily activities display. Double click on an activity to display the Activities screen containing complete details.

Note: When events are scheduled for a particular date on the property calendar, a tool tip will display the scheduled event when hovering over the Date label field.

To Do Activities Grid

If the activity has been designated as a To Do item, it will appear in the To Do Activities grid. The following information is displayed for each To Do item.

Date. The Start Date set for the To Do item.

Type. The Activity Type from the Details tab of the activity.

Purpose. The Purpose field from the Details tab of the activity.

Priority. The Priority assigned to the activity on the Details tab. The list is sorted in priority sequence.

Double click on a To Do item to display the Activities screen containing complete details.

Available Functions

Activity. Go to the Activity Search Screen with the Date and Owner fields passed from the Scheduler to the Search screen.

New. Create a new Activity. This button takes you to an Activity screen with the Date and Owner fields passed from the Scheduler.

Refresh. After changing a search parameter (e.g., Owner), click Refresh to update the Scheduler grid display.

Right Mouse Button

Copy Item. Copy the structure of one Activity to a new Activity. This is the first half of the process. Paste is the second part.

Delete Item. Delete the activity that you have highlighted. You will be asked to confirm this action.

Paste Item. This is second half of the process for copying an Activity. A small screen will appear with a new start date and time for the new Activity being created from the Activity you copied.

Display Item. Display the details for the highlighted Activity.