The Organizer screen displays the important items for each associate:
The Organizer displays the active Things To Do, Phone Messages, Appointments, Office
Memos and Work Product. What is displayed can be customized by the Settings.
|
Setting
|
Meaning
|
|
General
|
|
|
MinutesRefresh
|
Setting this to a non-zero value forces the automatic refresh of the form, displaying new items
|
|
ShowOnHold
|
|
True
|
Both Active and OnHold items are shown
|
|
False
|
Only Active items are shown
|
|
|
ShowWorkProduct
|
|
True
|
Work Product (Cases, Properties, etc) assigned to the Associate are shown
|
|
False
|
Only personal items are shown
|
|
|
ShowPersonaiIndivudually
|
|
True
|
Each type of personal item is shown under its own tab
|
|
False
|
All perosnal items are shown in a single screen
|
|
|
|
|
Things To Do
|
|
|
ShowTTD
|
|
True
|
Things To Do are shown
|
|
False
|
Things To Do are omitted
|
|
|
TTDDaysBefore
|
Number of days in the past to display
|
|
TTDUrgentDays
|
Number of days in the past to highlight.
|
|
TTDDaysAfter
|
Number of days in the future to display
|
|
|
|
Phone Messages
|
|
|
ShowPhoneMessages
|
|
True
|
Phone Messages are shown
|
|
False
|
Phone Messages are omitted
|
|
|
PhoneDaysBefore
|
Number of days in the past to display
|
|
PhoneDaysAfter
|
Number of days in the future to display
|
|
|
|
Appointments
|
|
|
ShowAppointments
|
|
True
|
Appointments are shown
|
|
False
|
Appointments are omitted
|
|
|
ApptDaysBefore
|
Number of days in the past to display
|
|
ApptDaysAfter
|
Number of days in the future to display
|
|
|
|
Memos
|
|
|
ShowMemos
|
|
True
|
Office Memos are shown
|
|
False
|
Office Memos are omitted
|
|
|
MemoDaysBefore
|
Number of days in the past to display
|
|
MemoDaysAfter
|
Number of days in the future to display
|
|
|
|
Colors
|
|
|
New
|
The color that the new items are shown in
|
|
Urgent
|
The color that the Urgent Things To Do are shown in
|
Special Commands
|
Icon
|
Tool Tip
|
Meaning
|
|
Refresh
|
Refreshes information
|
|
eCandidus Group
