Appointment List Criteria

The Appointment List Criteria specify how you want to filter the appointments displayed. They are available at the main Calendar and a case's Calendar tab.

The appointments that are displayed are those that meet the filter criteria.

You can use these filters to view your own calendar and the calendars of other staff. You can also use them to manage employee availability.

The current filter settings are clearly indicated at calendars:

Set Appointment List Criteria

Click the icon to open the Appointment List Criteria.

1. The top section relates to employees attending or assigned to the appointment.

Here you can filter by the team and office associated with the employee(s), in contrast to the bottom section C where you filter by the team and office associated with the case.

Service filtering is used to manage employee availability.

Note that when a Service filter is specified, this selection is applied in addition to any other calendar filter. For example, if a date range filter is also selected then only appointments in that date range AND for employees holding the selected service will be displayed.

In effect this is using the AND operator, rather than the OR operator.

2. The middle sections relates to appointment dates

Enter a date range option from the dropdown list:



Depending on the option chosen you may need to enter date(s) in the From: fields.

3. The bottom sections relates to the cases that appointments are linked to.

Here you filter by the team and office associated with the case.

Make your selections and click OK to apply them.

Note that you can subsequently use standard grid tools (sorting, filtering, grouping, etc) on the results of these filter criteria.