1stBase Help

The Area Managers Diary opens automatically when you start 1stBase:-

You can also open the diary by using the button in the Customer window.

The Diary shows a list of appointments for each Area Manager. An appointment schedule can be printed for each Area Manager within a time period you specify.

Individual Appointments are made from the Customer window.

Selects the Area Manager you wish to view.
The list contains an entry for each Area Manager so that all appointments made are visible to you. The list will include Area Managers that are Active, Inactive or marked for deletion and these are indicated thus:-
Fred Bloggs Normal (active)
!Fred Bloggs Inactive
[Fred Bloggs] Marked for deletion (regardless of active state)

Shows the appointments for the selected Area Manager.
Note that appointments are listed in date/time order, however where a comment has been used it is shown in place of the time. (Where comments are used you should still set a rough time for the appointment because it affects the appointments placement in the diary list.)
The table columns can be resized. This is achieved by dragging the right hand column border from the column title. The column sizes are saved when the window is closed, so is the window location if the Local System Settings are set for this facility.
By clicking on an appointment you can cause the Customer window to move to the associated customer.