Linking Estimates/Orders in Calendars or Scheduling

Linking Estimates or Orders to an event is quick and easy, allowing you to see important details directly on the schedule.

Important Information

• This process is the same in either Calendars or the Scheduling Feature.
• This article uses Calendars as the example.
• For information on adding Events, please see Adding Events to a Calendar.

Table of Contents

• Linking Estimates or Orders
• Related Articles

Linking Estimates or Orders

Navigate to My Profile / Calendars and click into the appropriate Calendar.

Within an existing or new Event:

1. In the Event Details tab, click Add Linked Record.

2. Use the dropdown to select the Estimate or Order.

Note: Utilize the Search Field to quickly find the necessary Estimate or Order.

3. Click Save.

4. Select Save & Continue or Save & Close.

Note: Save & Continue will give you the option to add a Status and/or Substatus to this event. See example above.

Related Articles

Adding Events in Scheduling

Adding Calendars

Adding Calendar Categories During Event Creation

Adding Calendar Categories in Settings

Adding Events from a Linked Calendar

Adding Events to a Calendar

Calendars Overview

Google Calendar

Microsoft Calendar

Record Shortcuts in Scheduling Overview

Scheduling Overview

Statuses Overview

Using Record Shortcuts to Add Events in Scheduling

Viewing Calendars in Scheduling