How to Use the Calendar in TrustUS

Updated: 04/13/2022
Article #: 20


To use the Calendar in TrustUS, press the "Calendar" tab. This will open a window containing a calendar, as well as a list of transactions within the selected month. The user can click on the blue tiles in the calendar to go to the detail page of that transaction. The user can also interact with the Transaction tiles in the transaction list by clicking the tile, or by clicking the  button and then press either "View Detail" or "Edit".

 

The navigation buttons at the top left of the calendar allow the user to change the month or day displayed in the calendar. Press the left and right buttons  to go to the previous or next month or day, depending on the display mode of the calendar. Use the month selector button  to quickly change the month displayed in the calendar. In the month selector, click on a month to jump directly to that month. Use the left and right buttons  to go to the previous or the next year. The user can also click on the year to quickly change the year and select a month in that year. 

 

 

The three buttons at the top right of the calendar allow the user to change the display mode of the calendar, as well as jump back to the current day. Press the "Month" or "Day" button to switch between the month view and the day view. In either display mode, clicking on the "Today" button takes the user back to the current day.

 

The search bar at the top of the calendar page allows the user to change the calendar to only display a specific case. To do so, click on the "Filter by Case" search bar at the top of the calendar, and type in either the name of a case or the name of a case member, then click on a case in the suggestions. Click on the "Clear Case Filter" button to remove the case filter and display transactions of all cases in the calendar.

 







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