Administration - Preferences: Diary
Diary Preferences Overview
The purpose of this guide is to providing instructions on managing your Diary preferences.
How to Access your Diary Preferences
From the Title Bar at the top of the screen:
- To edit your Diary preferences, you firstly need to click on the Preferences link within XPLAN
- Click on the Diary menu item to view the submenu. In this menu you can perform the following:
- Setting your default slot interval
- Set the end time for each day in your diary
- Set reminders for your diary event
- Select your diary time slots
- Tick the client categories to select which clients birthdays will appear in your diary
- Select if you wish to receive client's VCard in email notifications
Default
The Diary fields default settings for individual users can be edited in this panel
- User for new event - allows you to select the default user when you create an event, either Event Creator or Diary Owner
- Slot Interval - allow you to set the default diary slots for your diary
- Time End - allows you to set the time your diary will be displayed in the Daily View
- All Diary Week View - allows you to set time blocks to be included in the Weekly View
- Day View Graph - allows you to select if you want a graph of daily events in the Daily View
Reminder
This section is important as it allows you to select if you would like XPLAN to remind you of a Diary Event
- In the Remind before event field, you can select Do Not Remind or the length of time you wish to be notified prior to the event, i.e. 10 minutes
- When you select to be reminded before the event you will be given the option to select where the reminder will appear on your screen, i.e. Top Left Corner of the Screen
- You can also have XPLAN remind you to set the event outcome for the diary event after the event has occurred
Display Multiple Users in All Diary Day View
You can select the number of columns to appear in your diary in the Daily View when viewing multiple users diaries. The default can be settings can be set based on your preference in these fields.
Client Birthdays
You can choose to have your clients birthday's appear in your diary. Clients can be selected based on their categories.
For example, when you select Diamond, all clients who are in this category, their birthdays will appear in your calendar
VCard
If you would like your email notifications to include a VCard for each client attending the diary event, select Yes in this section
My Time Slot
This section displays the users diary time slots. Please note these fields are not editable by the user
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