Setting up global options

The Global Options settings are for all companies.

1. In Schedule, select the menu  

   

     icon in the top left corner.
2. Choose Settings from the navigation pane.
3. Complete the following:

   • Schedule Time Scale: Choose the time scale to display on the schedule. 

     • 15 Minutes

     • 30 Minutes
     • 60 Minutes
   • Appointment Auto Reload: Choose to have the schedule automatically update as well as the refresh rate by entering the number of minutes (1-60) next to Time Period.
   • Date Display Setting: Choose the date format to display.
     • MM-DD-YYYY - 10-23-2021
     • DD-MM-YYYY - 23-10-2021
     • YYYY-MM-DD - 2021-10-23
   • Display Resource Overallocation (Timeline view): Choose to display the overallocation of resources in the Timeline view.
   • Max Attachment Size (MB): Enter the maximum MB file size for attachments.
4. Choose Save.

Depending on the appointment auto reload setting, you may need to choose the Refresh 

 button at the top right of the Scheduling view to see your changes.