Viewing monthly job calendars

Use Monthly View to see jobs in a month-by-month calendar with brief descriptors of the jobs. A bar at the bottom of each day’s box lists the total settings/cancellations for the day. Listings are color coded based on their job status. (Job status colors are set in System Preferences > Calendar > Job Status Color.)

  1. Monthly View defaults to all jobs for the current month. Today’s date has a gray background to highlight it. If your screen is smaller than the calendar view, it will automatically be scrolled down to show today’s date. Use search criteria to restrict the view/find jobs. See Searching jobs.
  2. Roll over a job listing to pop up additional job information.
  3. Click on the job listing to open the job detail window (see Updating jobs).
  4. To view more information in Monthly View:
NOTE: Monthly View customization

You can customize what identifying information appears in the job descriptions, and set a maximum number of jobs to display per day in System Preferences > Calendar > Jobs (Monthly View).

TIP: Find a job by date

Use Monthly View to locate jobs quickly when clients call inquiring about a job by date.

Reference
Step-by-step instructions