The Edge provides an interactive Store Calendar that allows you to see and act on:
Customer Occasions
Create mailing lists, directly email, or simply view customers with upcoming birthdays and anniversaries.
Service Jobs
View jobs (repairs, custom orders, special orders, appraisals, assemblies, and builds) and job tasks that are due, overdue for completion, and overdue for pick up.
Customer Appointments
Schedule and manage your appointments.
Associate Tasks
View and manage tasks for all or specific associates.
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A
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These checkboxes toggle which occasions, services, and tasks to display. The drop-down allows you to filter these records by associate. You can select a specific associate, see all associates, or only see records not assigned to any associate.
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B
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Customer occasions, service jobs, and tasks will always display at the top starting in the 5AM timeslot. The number in parenthesis indicates how many underlying records are present. Double click on a tile to view matching records and possible actions.
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C
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Customer appointments will display at their respective times. Double click an existing appointment to edit it. Double click an open timeslot to create a new appointment.
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An overlay of the calendar buttons and basic functionality:
