Sometimes, you may wish to view the bookings of one or more planners in your diary. For example, if you keep a planner which details the days on which you plan to make customer site visits, then you could show this planner through onto your diary, making it a lot more difficult to accidentally schedule appointments on these days. Alternatively, you may only be responsible for making customer visits to a particular customer. If this customer is represented as a key in the Customer Site Visits planner then you may choose to show through just the planner key onto your diary. This means that only bookings made using this key will appear in your diary. The Holiday planner is also a good example of showing through planner keys. Typically, a holiday planner represents each person using a different planner key and holiday dates for a particular person are represented by drawing bookings, using the appropriate key, into the relevant dates in the Planner window. Each key would usually be shown through onto the user's diary whom it represents. Such a configuration ensures that users are less likely to schedule appointments during their holidays.
Planner bookings are shown through onto your diary in different ways depending on which view you have selected. Planner bookings shown through onto your Daily Appointments window are shown down the left margin of the window, drawn in the same colour and pattern as the planner key associated with the booking.
Planner bookings shown through onto your Weekly, Monthly or Custom Appointment windows are shown in the relevant day, again drawn in the same colour and pattern as the planner key associated with the booking.
If you select a different user to view in Diary mode then the planner bookings shown through onto that users diary will be shown. In the same way, the Table View in Group mode shows through the relevant planner bookings into the relevant user's diary column.
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Showing Through All Bookings in the Planner