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 if you're going to a client’s property for an Estimate so it's on a Resource’s schedule for the day.
To do this, follow these steps:

  1. Navigate to the 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 that's logged in.

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  5. If you need the Event to repeat for this Account and Assignment, you can do so by clicking the never link in the lower left corner of the overlay.
  6. Click Save.
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