In the Shepherd's Staff Central Toolbar, you can find a calendar icon in the tool bar at the top of the screen. Clicking this icon opens a reference calendar that can be used to quickly see upcoming or previous events that have been entered using the Scheduler module, Birthday and Wedding Anniversaries and tasks that are on your To-Do List.
The calendar view does not allow you to edit or change any information. (To edit an event, open the Scheduler module and edit the appropriate event. In the case of a birthday or wedding, open the person record(s) and edit the appropriate field. In the case of a To-Do List task, open the To-Do List and select and Edit the task you want to change)
Here is how to view the Month at a Glance:
- In the Central Tool Bar, click the calendar button to launch the Month at a glance.
- In the Month at a glance window, in the top right corner you can select which group of people you'd like to see for Birthdays and Wedding Anniversaries from the drop list.
- The Left and Right buttons will move you back to a previous month or forward to the next month respectively. Click the checkmark button to return to your current month, where today's date will be highlighted.
- The filter button will allow you to select what content to show on the calendar. Check off the options you would like to see to control what appears on the Month at a glance calendar.
