If you can’t see all your assignments or quotes in the calendar, check that you’ve set the correct filters. Follow these steps to ensure everything is displayed correctly:
Step 1: Check the view
Click on ‘Calendar’ in the menu on the left.
By default, the calendar opens in weekly or list view.
Make sure you’re in list view so that you get a clear overview.
Step 2: Check the filters
Click on the funnel icon (filter) in the top right-hand corner.
Check whether any filters are currently active, such as:
Status (e.g. confirmed orders only)
Client name
Location
Click on ‘Show all’ to remove all filters and search again.
Step 3: Check the date filter
Adjust the date filter by selecting the start and end dates.
Set the period, for example from Start of this month to End of this month.
Step 4: Search again
Click Close to search within the specified period.
You should now see a complete overview of all your orders and quotations.
Still can’t see everything?
Check that the orders have been entered correctly and that they haven’t been accidentally saved under a different date or status.
Any questions? We’re happy to help! Chat with us or call +31 (0)88 266 6539.