Editing an Appointment From the Calendar View
Appointments can be edited in either the Workfiles or Calendar screens. Appointments and tasks can be viewed in the Calendar screen. Calendar view options include Day + May, Map, Week, Unscheduled Assignments, and Tasks. This screen also has a Configure Calendar link that opens the Work Hours screen in the Configuration Dashboard.
The Day + Map calendar view allows you to view your daily appointment sand their location on a Mapquest® Map
To edit an appointment
- Select the My Work Dashboard, and then select the Calendar option from the My Work panel.
- Select the Day + Map, Day, or Week option to locate the appointment.
- Right-click the appointment, and then select Edit Appointment from the mini-toolbar. The Edit Appointment screen opens.
- Edit the information in the screen as needed.
- Click OK.
Note: Alternately, you can drag and drop the appointment to the new day and time slot when you are in the Calendar Day + Map, Day, or Week view to change the workfile appointment date and time. Additionally, right-click the workfile, and then select Edit Appointment from the mini-toolbar.