Filtering Calendars by Location, Corporate Identity, and Department

• Overview
• Filtering a Calendar by Location
• Filtering a Calendar by Corporate Identity
• Filtering a Calendar by Department

Overview

When you click the  Edit Calendar Template cog-wheel next to the calendar template selector, you will see a popup with settings for that calendar.

The fourth, fifth, and sixth tabs in the calendar template settings popup are "Locations," "Corporate Identities," and "Departments."

The settings on these tabs allow you to choose whether or not an element will show on a calendar template based on the business location (warehouse), corporate identity, and department that is being used on the element.

For example: You might want to show Quote elements that are from your Los Angeles business location (warehouse), but not show Quote elements that are from your Las Vegas business location. Or you want to show Invoice elements that use "Department A," but not show Invoice elements that use "Department B"

Filtering a Calendar by Location

1. Click the  Edit Calendar Template cog-wheel next to the calendar template selector (this will open calendar settings for the currently selected calendar template)
2. Click the Locations tab.
3. Click the checkbox next to any location to enable or disable that location for the calendar template.
4. Click OK.

If the checkbox has a check mark in it (enabled), that means that elements using that business location (warehouse) will show on the calendar. For new calendars, all business locations default to enabled.

If the checkbox does not have a check mark in it (disabled), that means that elements using that business location will not show on the calendar.

Learn more about Business Locations.

Filtering a Calendar by Corporate Identity

1. Click the  Edit Calendar Template cog-wheel next to the calendar template selector (this will open calendar settings for the currently selected calendar template)
2. Click the Corporate Identities tab.
3. Click the checkbox next to any corporate identity to enable or disable that corporate identity for the calendar template.
4. Click OK.

If the checkbox has a check mark in it (enabled), that means that elements using that corporate identity will show on the calendar. For new calendars, all corporate identities default to enabled.

If the checkbox does not have a check mark in it (disabled), that means that elements using that corporate identity will not show on the calendar.

You can also use the None option to show elements on the calendar that do not have a corporate identity set. 

Learn more about Corporate Identities.

Filtering a Calendar by Department

1. Click the  Edit Calendar Template cog-wheel next to the calendar template selector (this will open calendar settings for the currently selected calendar template)
2. Click the Departments tab.
3. Click the checkbox next to any department to enable or disable that department for the calendar template.
4. Click OK.

If the checkbox has a check mark in it (enabled), that means that elements using that department will show on the calendar. For new calendars, all departments default to enabled.

If the checkbox does not have a check mark in it (disabled), that means that elements using that department will not show on the calendar.

Learn more about Departments.