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Feature Administrator's Guide: Custom Schedule

Page 7 | 8 | 9 | 10 | 11 | 12 ... 30 | TOC

Custom Schedule/Activity Options

In scheduling there are certain activities that you probably use all the time. mindSCOPE allows you to create up to 4 default activities that you can use to populate the scheduler with a single click.

1. Click on the dropdown arrow beside any of the Custom Activity fields and select a default activity.

Now whenever you right-click on the Scheduler your customized activity (e.g. "Meeting") will be in place of the "Custom Activity."

2. To save your changes click on File and then Save at the top of the dialogue box.
3. To exit click on File and then Exit at the top of the dialogue box.

Default Telephone Area Code

mindSCOPE allows you to set a default area code for all phone numbers that are manually entered..

1. Enter the three-digit area code that mindSCOPE will use as the default.
2. To save your changes click on File and then Save at the top of the dialogue box.
3. To exit click on File and then Exit at the top of the dialogue box.
4. To save your changes click on File and then Save at the top of the dialogue box.
5. To exit click on File and then Exit at the top of the dialogue box.

Click an "x" in the checkbox to default your search results that show matches for ALL search parameters .

Removing the "x" from the checkbox will default search results where any of the search parameters are found.

Other (Admin) Options

The "other" Admin options are those that relate to searches, candidates' names and your networked installation settings.

1. Put an "x" beside any of these fields by clicking beside them, or click to remove the "x" and disable them.
2. To save your changes click on File and then Save at the top of the dialogue box.

3. To exit click on File and then Exit at the top of the dialogue box.

Name Entry Format

You can customize how your clients' and candidates' names will appear when they are entered into the system.

1. Click on the dropdown arrow to select how the candidates' names will be displayed by default. In each case the candidates' name will displayed as: UPPERCASE, lower case, Capital Case, No formatting.

UPPERCASE: JOHN SMITH

lower case: john smith

Capital Case: John Smith

No formatting: however "john smith" was typed

2. To save your changes click on File and then Save at the top of the dialogue box.
3. To exit click on File and then Exit at the top of the dialogue box.


 
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