Monday, February 25, 2008

Creating the Calendar View

As this calendar contains only taxi bookings entries, the individual items need not be

assigned to a category.

To create this view:

1. Create a new table-type view from the Define Views | New option and name

the view Taxis.

2. In the View Summary dialog box (Customize view in Outlook 2003), click

Fields, and select the fields: Subject, Start, and Contacts, and click OK.

3. We will now create the following three new manual fields using the New

Field tab:

Name

Type

Format

Purpose

Taxi Co

Text

Text

To enter the name of the Taxi company.

Booked

Yes/No

Icon

To produce a check to indicate that the taxi

booking has been made.

Cost

Currency

2 digits

To record the taxi fee obtained from the

invoice.

4. We will also create the following Formula field:

Name

In the Formula Field window

Time

Pick up time: " & Format([Start],"hh:mm AM/PM")

5. Exit the View Summary and from the Format Columns dialog box rename the

following fields as follows:

Field name

New name

Format

Subject

Journey


Start

Date

Choose a format that shows the day and date only.

What Just Happened

We have constructed a view that will enable us to view the items in an organized and

logical manner and that will make reconciling the taxi booking accounts much easier.

The only formula field in this view is the Time field and it performs two functions:

Inserting the prefix text Pick up time: before the time

Using the Format function to format the Start field to show the time only as

hours and minutes adding AM or PM as appropriate

How to Use This View

1. Make the entry for the taxi booking in the calendar in the Day/Week/Month

view.

2. Link the entry to the staff member concerned by clicking the Contacts button

at the bottom left on the Appointments form and selecting the staff member

from the Contacts folder.

3. When taxis have been booked, change to the Taxis view of the calendar, and

click the icon in the Booked field.

4. When the invoices are received from the taxi companies, change to the Taxis

view of the calendar to reconcile the bookings that are being invoiced and

enter the charges in the Cost field.

2 comments:

Alex said...

I have many interesting softwares in my software library. But I consider that the problem be quite difficult. And in this case might be usable the next tool for example. It rescued me some time ago and what is more is able to help with most every complicated condition also - restoring ost files.

blarencebutt said...

create calendar year, month, week and day views