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How to work with Calendar? |
  
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How to work with Calendar? |
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The available tab groups and commands under these groups for Calendar tab are:
Group |
Command |
Action |
My Events |
My Calendar |
List only those activities linked to your login name |
My Calls |
List only those calls linked to your login name |
|
My Meetings |
List only those meetings linked to your login name |
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My Schedule |
Schedule call |
Schedule a call for a contact/company |
Schedule Meeting |
Schedule a meeting for a contact/company |
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Add Task |
Add a task for a contact/company |
In this section, you can learn more about:
| • | How to view schedule of all activities associated to your account? |
| • | How to observe shared calendars? |
| • | How to view schedule of "Calls" associated to your account? |
| • | How to view schedule of "Meetings" associated to your account? |
| • | How to schedule/reschedule a new call? |
| • | How to schedule/reschedule a new meeting? |
| • | How to schedule/reschedule a new task? |
| • | How to use the day-view for a more complete list of activities? |
| • | How to use week-view? |
| • | How to use month-view to get an overview of your Calendar? |
| • | How to navigate through months & years? |
| • | How to reschedule an expired activity? |
| • | How to close or cancel a scheduled activity? |
| • | How to perform search to find a record using grid's filters? |
| • | How to print the details of an activity from a calendar? |