schedule

Search for Openings Improvements

01/22/202512/18/2024 by Gentry Winn

With this release, several improvements have been made to help you search for available appointment times more quickly. To perform a search 1. On the Schedule menu, select Search for Openings to open the Search for Openings page. 2. Set up the following filters: 3. Click Search to view the results. Notes: 4. Click a … Read more

New Security Right for Viewing Production Amounts on the Calendar

01/06/202512/17/2024 by Gentry Winn

With this release, there is a new security right: “View Production.” To view production amounts on the calendar, this security right is required. By default, all user roles that have the “Review Schedule” right are granted the “View Production” right. If you remove this right from a user role, the corresponding users will not be … Read more