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Year Diary

Year Diary

Owned by Matthew Garrett
Last updated: Jul 22, 2024
2 min read

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The Year Diary screen view is an overview of the current (or selected) year. it displays all client and staff activities for a single year. As with the month view, the calendar days are coloured to indicate specific activity. Unlike the Month Diary screen, the Year Diary screen does not display the number of activities scheduled for a single day.

Double-clicking a day in the year will automatically open the Day Diary screen for that day.

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Select Year

By default, the current year is displayed each time it is opened. The arrow buttons on the Year field can be used to scroll forwards or backwards to view a year other than the current one.

Click   to return to the current year.

Procedures

Filtering The Year 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.

  1. Click Filter. The Item Count tab of the Select Diary Filter Options dialog will be displayed.

  2. Select the required filter options.

  3. Select the Day Shading tab.

  4. Edit the required options.

  5. Click OK. The dialog will close and the required filter options will be processed.

Creating A Diary Entry

  1. Click New. The General tab of the Diary Entry dialog will be displayed.

  2. Enter the details.

  3. Select the Notes tab.

  4. Enter any notes.

  5. Click OK. The dialog will close and a new diary entry will be created.