Equipment Calendar
2min
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The ELTON Calendar provides a visual overview of equipment reservations and loans. Through the calendar, users can:
- View equipment availability
- The calendar displays equipment reservations and loans in a scrollable format.
- You can filter the calendar to display only reservations, loans, or both, depending on your needs. It's recommended to use list view filters to limit the displayed records for optimal performance (ideally around 100). Interact with records
- Clicking on existing records opens a dialog box where you can make changes to the existing reservation or loan details and view detailed information about the associated equipment.
- Clicking on an empty slot Initiates the creation of a new reservation (R) or loan (L).
The calendar offers various customization options accessible through the Options pane:
- Date Range: Specify the date range displayed on the calendar.
- Show Empty Rows: Choose whether to display empty rows in the calendar view.
- Show/Hide Collection Components: Select which information to display, such as user, contact, account, or opportunity associated with the record.
- Show/Hide Loans or Reservations: Filter the view to display only loans, reservations, or both.
- Order By: Sort the calendar entries by various criteria like start date or equipment name.
Updated 01 Apr 2024
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