- To reach the Display Group option, open the Service Module.
- Open the View tab if it is not already open.
- Make sure to select a calendar view of some kind, whether it's Day, Week, or Month. This is how the Display group will appear.
- In the View tab with a calendar view selected, look for the dropdown menu field above an option that says Display Group Technicians.
- The section circled in red shows will show the Display Groups that are set up.
- To open the Display Groups to edit them, select the Edit Display Groups icon next to the dropdown menu.
- Once the Display Group window opens, a list of different display groups is available as well as a list of technicians.
- Click on a group, such as the All group, which is a default group. The list with the technicians will change and it will show the technicians who have been added to that list first with the “In Group” boxes checked.
- Locate any technicians that are not added to that list, check the box next to their name to add them to the list, and save the change.
Below is an example image from the testing database:
