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Description
Select the New Appointment button to create a new appointment.
Type in a few key words, select a time and approximate duration, and select the Quick Appointment button to create a quick unlinked calendar entry.
Select the New Task button to create a new task. For example, a call back you need to make.
Type in a few key words, and select the Quick Task button to create a quick item in your Task list for the day.
Select the New E-mail button to create and send an e-mail.
You can reduce or expand the list of Tasks that you see by changing the Tasks To View selections. You can also toggle overdue tasks on or off. Overdue tasks are highlighted in red.
The Filter Box on the right-hand side of the screen is set by default to show all communications (appointments and tasks) with a status of Pending. You can change this to show Cancelled, Complete, or All types of Status. You can also set a filter to show, for example, only Phone Out actions. When you change filter settings, remember to select the Apply Filter button to see the effects.
The List View button allows you to toggle to the list view of the Calendar/Tasks page. Once in the List View, you can toggle back to the Calendar View by selecting the Calendar View button.
The Print button is available if you are in daily or weekly Calendar View. You use it to print out all appointments and tasks for the selected time range, as well as all overdue tasks.
Your System Administrator defines the access rights to be able to view other peoples' calendars within your organization. If you do have access, you can select another user's name within the My CRM context area to view their calendar. To switch back to your own calendar, select your name from the context area of the screen. The My CRM For field is always available in this context. However, the Find field is available only when there are more then 10 users in the system.
The View By list at the top of the calendar allows you to switch between daily, weekly, monthly, and yearly views of your calendar. The daily view can be customized from the My CRM | Preferences tab. Please refer to Accessing Preferences for more information.
Note: The monthly and yearly calendar views need more space to be displayed. With either of these options selected, the Tasks panel will not be displayed. The tasks are displayed on the Monthly and Yearly calendars.
You can use the date display at the top of the Calendar panel to navigate forwards and backwards from the current date. You can click on the calendar icon to select a specific date.
Note: changing the date display on the Calendar panel affects the view of your appointments in your calendar. The Tasks that you can view are determined by the settings at the top of the Tasks panel.
Clicking on View Today displays the daily view of your Calendar for today’s date.
You can reschedule appointments in your calendar by drag-and-drop. Select the communication icon and, holding down the mouse button, drag the appointment to a new time or date.
Gray shading indicates the current time, date or week in the daily, weekly, and monthly calendar views respectively.