Events
The tab Events shows a calendar with events related to selected Case (shown in toolbar).
Calendar view can be filtered and we can add or edit new events.
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HINT
For practical use cases showing how to use Events see the chapter Events in user manual.
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We access Events in Cases toolbar after we select the Case from Cases list.
Below is a description of the form's features:
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Contents
- Toolbar
- Fitler
- Related Cases list
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1. Toolbar
In Toolbar we can acccess the following tabs related to the case:
- Case details
- Related cases
- Documents
- Financial overview
Toolbar also contains below feature:
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Case Internal number. |
2. Filter
Filter bar with below display options.
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Calendar dispy
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The following types of calendar display are possible:
- by Day
- by Week
- by Month
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| Organizer |
We can choose a display of events for one or more organizers. |
| Customer |
We can choose which data the calendar shows:
- Absences (leave, sick leave)
- Travel orders
- Events
- All holidays
- All
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3. Calendar
In addition to the display Case events, the calendar also allows you to edit and add new events for seleced Case.
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Use the arrows to move through the time period selected in filter field Calendar display. |
Clicking on any time window in the calendar opens window New event for creating new event.
By clicking on existing event we can review and edit event.
