Setup firm administration

Setting up calendar category groupings

Calendar categories enable you to color code calendar entries in the
Manage Staff
 screen.
note
Calendar categories appear only in Day or Timeline view. Use the Infotip to see calendar categories in the other views (Work Week, Week, or Month). Hold your mouse pointer over an item in the calendar to see the Infotip.
To create calendar categories, follow these steps.
  1. Choose Setup > Groupings > Calendar Categories.
  2. Select the
    Add
     button.
  3. In the
    Description
     field, enter a name for the calendar category (for example, Out of Office).
  4. In the
    Color
     field, select the Down arrow button and select a color from the drop-down list.
  5. Select
    Enter
     to save the calendar category.
To apply a calendar category, right-click the calendar entry and choose the category from the context menu.

This article applies to:

  • Product: DT Practice