Add a Calendar Event to a Ticket

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:

  1. Navigate to a Review Ticket Overlay.
  2. Click Advanced Actions.
  3. Click Add Event.
  4. 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. mceclip0.png
  5. 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.
  6. Click Save.
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