New Diary Entry
- Matthew Garrett
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A new diary entry can be created from the Diary menu or launched directly from Diary or Overview screens.
Diary Entry Dialog - General Tab
The General tab is used to enter basic information about a diary entry, including location, staff details, date and time, and client contact details.
General Group
Field | Description |
|---|---|
Type | Type of diary entry. The type of diary entry may be pre-determined by the system area from which the dialog is launched. Click the Type popup button to select. Example Appointment, Task, Restriction. |
Description | Description of the diary entry. The diary entry description may be pre-determined by the system area from which the dialog is launched. Click the Description popup button to select. Example Sales Introduction, Finance, Colour Selection, etc. |
Location | Location allocated to the diary entry. Click the Location popup button to select. Example Head Office, Display Centre, On-Site, etc. |
Staff | Staff member allocated to the diary entry. Click the Staff popup button to select. |
Multiple Staff? | This field/function is currently disabled. |
Date/Time Group
Field | Description |
|---|---|
Date | Date of the diary entry. Enter the date of the diary entry or click the Search for a Free Time popup button to open the Search for a Free Time dialog. |
All Day? | Is the diary entry an all day event?
|
Block Time | Available block time periods for the diary entry. Click the Block Time drop-down list to select a block time diary entry period. The Time From and Time To fields will be populated. |
Time From | Start time of the diary entry. |
Time To | End time of the diary entry. |
Client Group
Field | Description |
|---|---|
Client Name | Name of the client associated with the diary entry. This field is based on the currently selected client listed in the context bar. |
Contact | Primary client contact associated with the diary entry. Click the Contact popup button to select. |
Job Number | Job number associated with the diary entry. This field is locked and cannot be edited. |
Status Group
Field | Description |
|---|---|
Date Booked | Date the diary entry was created. This field cannot be edited. |
Booked By | User who booked the diary entry. This field cannot be edited. |
Status | Status of the diary entry. |
Complete | Date the diary entry was completed. |
Diary Entry Dialog - Notes Tab
The Notes tab is used to enter any instructions and results relating to the diary entry.
Instructions Group
Enter any instruction details about the diary entry. These notes will appear against the diary entry on the Job Diary and Day Diary screens.
Results Group
Enter any results from the diary entry. These notes will appear against the diary entry on the Job Diary and Day Diary screens.