A Calendar Event is a non-billable event that can be scheduled and visible on your Dispatch Board and Calendar. You might use one for going out to a client’s property to do an Estimate so it gets on a Resource’s schedule for the day. While this can’t be done when a Ticket is initially created, it can be done from a Review Ticket overlay so it is associated to the original Ticket. To do this, use the following steps:
- Navigate to a Review Ticket Overlay.
- Click Advanced Actions.
- Click Add Event.
- Fill out the Create Event overlay. The date will automatically be set to the current date and the Assignment will default to the user you are logged in as.
- If the Event needs to occur on a repeating basis for this Account and Assignment, you can set this by clicking the “never” link in the lower left corner of the overlay.
- Click Save.