18.6 Calendar

From Calendar menu you can create events/appointments and assign them to other staff. The main objective to have events in the calendar is for remembering future events on time so that it can be executed efficiently within deadlines. To do this, follow the instructions below:

18.6.1��� Click CRM>Calendar as in figure 18.6a. You will go to the CRM Calendar page as shown in figure below.

Figure 18.6a

18.6.2��� You can switch to next day or previous day in the calendar by just clicking /icons in figure 18.6a.

Note: Please note that you can also view the calendar in different formats of Day, Week, Month and Year. Just click the relevant icons in figure 18.6a to view in the format as per your requirement.

18.6.3��� To add a new event in the calendar, simply click on the blue time link for e.g. in figure 18.6a. You will go to New Event page within Calendar as shown in figure 18.6b.

Figure 18.6b

18.6.4��� Enter the details for the event as shown in figure 18.6b.

Note: you can also assign the event to other staff for e.g. Michael Roberts as in the above figure 18.6b. You can also choose the Task Type to be a �Meeting� or �Appointment�.

18.6.5��� Once you are done, click icon in figure 18.6b. Recently added event will appear in the calendar as indicated by red circle in figure 18.6c.

Figure 18.6c

Note: Please note that the pink color of the event indicates that it has been assigned to different users, white color refers the task is assigned to you, where as a grey event indicates that they are completed. You can also edit/change the event by simply clicking the event link in the calendar then you will be prompted with a pop up window like the one seen below in figure 18.6d

From this window you can edit, add description and you can mark this as �Completed� by simply clicking the checkbox then click on. If you would like to delete this �Task� simply click on.

Figure 18.6d