Track Appointments for Different Locations
For JobTracker customers with a separate fabrication shop in another location, appointments can be separated out for each location.
You can create an appointment category, then filter the view on the calendar.
- Add appointment categories – (for example Showroom, Shop).
a. Go to Calendar->Edit Setting
b . Click on the Appointment Categories section c. Add a New Appointment Category… for Shop
- Now create a filtered calendar view for Shop
a. Calendar->View Calendar
b. Click the Options… button c. Make sure that your Activity Types include Appointment.
d. Click Add Filter…
e. On the left, select Appointment Field
f. Check the box next to Shop
g. Click OK, OK
h. Click Save View…