Knowledgebase: Tips
How to use the Schedular more effectively
Posted by Diane Jessup, Last modified by Judy Grann on 29 September 2009 12:58 AM
How to Use the Schedular More Effectively

Adding an event or session to your schedule can be simplified by simply selecting the time on the schedular.  Click and drag the time block on the schedule itself and an add an event window will appear.

The time and date will already be selected for you since you already selected it by dragging on the schedule. All you will need to do is select the event type and select a different client if need be. The client you were last working on will be the default or use the find feature of typing 3 or 4 letters of the clients last name and tab.


To see additional Tips click the link below:

http://successware.helpserve.com/index.php?_m=knowledgebase&_a=view&parentcategoryid=20&pcid=0&nav=0

Please call 800-593-3767 email support@successware.net if you need any assistance.

If you need help learning the software we have many FREE online classes available.

Click here to sign up http://www.successwareclients.net/4DCGI/jumpstartsignup/

The password to sign up for classes is: backupdaily
(192 vote(s))
This article was helpful
This article was not helpful

Comments (0)
Post a new comment
 
 
Full Name:
Email:
Comments:
Help Desk Software by Kayako successware.helpserve.com