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Configuring Your e-manage|ONE
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Calendars
In this section, we'll walk you through the process of configuring your e-manage|ONE calendar management feature through User Settings located in the Tools menu of the Top Main Toolbar, or alternatively through File > Options > Choose Implementation Calendar Filters from the Main Toolbar.calendars, whether it's your Installation Calendar or Service Calendar. Additionally, we'll cover how to apply color coding to both of these calendars. e-manage|ONE provides users you with three distinct calendar options to help you stay organized:
Personal Calendar: This calendar option syncs seamlessly with your Outlook Calendar, making it convenient for personal scheduling.
Installation Calendar: Use this calendar to schedule your projects efficiently, ensuring a clear overview of installation tasks and deadlines.
Service Calendar
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Users have the ability to create up to 20 different calendars for both the Installation and Service calendars. Calendars can be set up with multiple types or users can create separate calendars for different types. Users also have the ability to customize the color for the Installation Type.
Configuring the Installation Calendar involves navigating to the Configure Inst Calendar tab, selecting the desired type from the Show This Type dropdown, assigning it to a calendar number, and clicking Add. Users can choose to place all types on Calendar "1" to display all events on a single calendar or use different numbers to create multiple calendars. Once complete, save the changes and open the Implementation Calendar from the Main Tool Menu.
Please note that the calendar configuration is specific to individual user accounts.
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View our how-to video below for help on how to configure your installation calendar:
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Install Calendar Legend
Most companies set the Install Calendar legend based off Install Type but you have the option to set the color legend off of Install Division types as well. It has to be one or the other. Select one option > select the type from the drop down > choose your Backcolor & Forecolor (you must type in colors here - the drop down color selection does not work) > Add. Continue to do this for all types. Now when you add items to the calendar and select the different types it will auto-select the color code for you. This setup only needs to take place ONCE and it will apply to all schedulers calendars.
*The color legend only needs to be configured by one user (typically admin) and will apply for all users accessing the Installation calendar
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: Keep track of your service-related items with this dedicated Service calendar.
While we'll focus on configuring the Installation Calendar in this guide, rest assured that once you've learned the process, you can easily apply the same steps to configure your Service Calendar as well. Let's get started!
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It is important to note that Step 1 and Step 2 below are required to be configured on a per user basis! |
Step 1: Access Calendar Management
Click on "Tools" → "Configure" → "User Settings."
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Step 2: Select Install Types
Click on the Configure Install Calendar tab.
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Select each Type that you want to show as your default types in the Install Calendar.
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Then select “1” from the In This Calendar drop down and click Add.
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Repeat these steps for each Type you want to be in Calendar #1 until you see all the Types you need in the lower section of the screen.
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Most dealers have just ONE calendar but you can have as many as you need by repeating the steps above but selecting a different number from the In This Calendar drop down. Users have the ability to create up to 20 different calendars for both the Installation and Service calendars. |
Step 3: Customize Colors (Optional)
Want to distinguish your Installation Types with different colors? Here's how:
Choose Your Color Legend Type
You have two options in the “Install Calendar Legend” tab:
Install Type: Categorize events by Install Type.
Install Division: Categorize events by Install Division.
Remember, you can only select one of these options!
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Define Colors
For each category within your chosen legend type:
Select: Pick the specific category from the dropdown menu.
Backcolor & Forecolor: Choose colors for the background and text (you'll need to input the color codes manually as the dropdown color selection won't work). Click "Add."
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Most dealers go with the very simple setup that comes with the program of green for Confirmed and red for Tentative but you have the power to change this up in whatever way you feel necessary. The color code system only needs to be setup once by an Admin and it will apply to all users who use the calendar scheduling tools. |
Step 5: Access Your Installation Calendar
You're all set! Now, open your Implementation Calendar from the Main Tool Menu.
View our how-to video below for help on how to configure your installation calendar:
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