Month Diary
- Matthew Garrett
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Article Index
The Month Diary view is an overview of the current (or selected) month. It displays indicators that represent staff and client activity for the days in the month. The information displayed may be customised by selecting the required filter options.
Double-clicking a day in the month will automatically open the Day Diary screen for that day.
Select Month
By default, the Month Diary screen displays the current month each time it is opened. The arrow buttons on the Month/Year field can be used to move the month forwards or backwards to display a month other than the current one.
Click to return to the current month.
Colour Code | Description |
|---|---|
White | No appointments. |
Yellow | Today's date. |
Blue | Currently highlighted date. |
Procedures
Filtering The Month Diary Items List
The diary filter is used to customise the way in which the diary screens will appear on the day, month, and year views of the diary.
Click Filter. The Item Count tab of the Select Diary Filter Options dialog will be displayed.
Select the required filter options.
Select the Day Shading tab.
Edit the required options.
Click OK. The dialog will close and the required filter options will be processed.
Creating A Diary Entry
Click New. The General tab of the Diary Entry dialog will be displayed.
Enter the details.
Select the Notes tab.
Enter any notes.
Click OK. The dialog will close and a new diary entry will be created.