Your Office Calendar is divided into different categories.
These catagories can be toggled on or off using the Filter to provide you with a better view of events. So when transaction events are blocking the view of other events, you can temporarily turn off that channel.
Filtering Calendar Catagories
- Click the "Show Filters" button, located at the top of the Office Calendar.
- A modal window will appear.
- Click on the Category you want to toggle on or off.
- When done, click "Hide Filters".
Personal: events added by the account holder. Resource Registrations are added automatically.
Transaction: Personal transaction dates, added automatically as Dates are entered on transactions.
Group: group events can be added by existing members and are visible only to group members and administrators.
Office: (Admin) intended to highlight events taking place in the office (eg. meetings, maintenance)
Training: (Admin) designed to highlight training events. Training events also show up on the Learn page (Next Training Class, Upcoming Classes), along with links to the Training Staff. Registrations are updated automatically.
Community: (Admin) a catchall for events that don’t fit in other categories (eg. Open House, Yard Sales)
Staff: (Admin) visible to administrative staff only, the Staff Calendar is a great way to share your schedule with your administrative staff, outside of the view on non-staff.
Birthday: birthdays added to the associate’s Account Details, will be highlighted here.