To display the Retest Dates in your Customer Files, click on the "Customers" menu and choose "Retests Calendar", or Click on the Retests Calendar Button on the Main Toolbar.
The Retests Calendar searches through all the files in your default data folder. See Also System Settings Screen
The Retests Calendar displays All the Unique Retest Dates from All the files in your Data folder. The date marked in yellow is todays date, or the date you have selected. The Dates higlighted in Green are the Restest Dates. In year view it is possible to get a feeling for the distribution of days but no exactly what each customer is. You can use the year control at the top of the calendar to change the year displayed.
In additon to the print function which prints the current view of the calendar, you can also print a list of the retest dates by using the Review Customers Screen
Show All Customers or Hide Ignored Customers
You can choose to Hide Ignored Customers or display all of your customers in this calendar. See the Ignore button on the Customer Quick Select Screen or Review Customers screen on how to ignore (hide) customers.
Displaying Contact Information
Clicking on the View button, or double clicking any date on which there are retests (those highlighted in green) then the Retests Information screen is displayed showing the contact information for all of the customers whose retests fall on that particular day. The Company Name, Contact Name, Phone number and Email address is displayed. See Also Retests Information Screen
Changing the View to Monthly displays the month you have selected (shown by the yellow highlight box). In this view you can see a whole month, as the number of entries shown is smaller, the amount of information including the Customer Address, Retest Period and the count of appliances of that period is shown. You can of course use the month control at the top of the calendar to change the month displayed.
Changing the View to weekly, displays the week you have selected (shown by the yellow highlight box). In this view you can see a whole month, but only a week at a time. You can use the scroll bar at the base of the screen to display the next or previous days in the month.
Closes the Retests Calendar Screen.
Prints the current view of the calendar
Moves the calendar on a Week, Month or Year depending on which view you currently have showing.
Moves the calendar back a Week, Month or Year depending on which view you currently have showing.
Moves the calendar to show Today in the current view.
Show Calendar Extra Information
If the currently selected date has retests, clicking this button will give expanded details about the customers due retests on that day. Included are the email address phone number etc. On the Extra Information screen displayed you can automatically email your customer, write them a microsoft word (tm) document or choose to open their SimplyPats data file.
Enter the name of a customer (or partial name) and click on the Find button. SimplyPats will search from the currently selected day, onwards throughout the calendar. If a match is made, that day will be highlighted. Keep clicking the find button to find subsequent matches. Once the end of the calendar is reached, searching will continue to the first match of that customer in the calendar.
First Retest / All Retests
Clicking on these option buttons will either show the First Retest for each customer, or all the unique retest dates for the customer. If the First Retest option is selected, the number of tests shown is the total tests for that customer file. If the All Retests option is selected then the number of tests shown is the total for that individual retest date.
(This Topic Last Updated 01/10/2010)
See Also Retests Information Screen
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