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Resco Advantage CRM
User Guide
Calendar
6.1. Switch Views
Appointments will appear when you select the Calendar from the home screen. You can filter the Calendar to see “All Appointments”, “My
Appointments” or “My Completed Appointments”. You will also have 4 views to choose from:
Agenda – shows list of appointments for the day selected. You can switch between the days using the arrows or you can slide with the fingers.
Day – shows appointments on a daily calendar. You can switch between the days using the arrows.
Week – shows appointments on a weekly calendar. You can switch between the weeks using the arrows.
Month – shows appointments on a monthly calendar. You can switch between the months using the arrows.
6.2. Create a New Appointment
You have 2 options to create a new appointment from the calendar view:
1. Hit the “+” button located in the upper right corner of the calendar view.
Fill in the necessary fields and hit the “save” button in the upper right corner.
2. In the Day, Week or Month view, tap on the screen and hold your finger for a while on the time that you want your appointment to start. Move up or down to properly place your appointment. Fill in additional fields and hit the “save” button in the upper right corner.
