Missing Items on Implementation Installation Calendar
If you notice some items are not showing on your Implementation Installation Calendar it could be that you do not have the correct types configured properly. To ensure your calendars are configured properly see Installation & Service Calendar Filters which should be setup with every new employee/user.
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If the setting mentioned above is configured correctly, some items may be “missing”/not showing up on the Implementation Installation Calendar because it only loads three months worth of installation items by default as there is a lot of data and launching would take a long time otherwise. If the date for the item that is not showing up on the calendar is three months from or prior to today’s date, select the date on the calendar then click on the ‘Refresh’ button in the menu located at the middle at the top of calendar.
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Last scenario is the install item is ghosted, transparent or appears blank and this is due to marking the item as “Complete” within the Install Item. Some dealers prefer a visual of what installs are still open and to “hide” what has been completed. Marking the install as complete within the Install Item window only affects the visual of the calendar meaning this completion date does not carry through anywhere else in the system. See here for how you should properly complete an installation to carry through to several reporting parts of the system. To bring the install item back from showing transparent simply double click on the Install Item and remove the install completed date > Save.
Installers Not Printing on Work Order
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