Difference between revisions of "Calendar/How to Schedule an Activity"
From Commence CRM-Help
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:::::1. From any calendar view, click on the '''Schedule''' button. You can also click '''New''' within each day on the monthly view. ''The Schedule dialog will appear.'' | :::::1. From any calendar view, click on the '''Schedule''' button. You can also click '''New''' within each day on the monthly view. ''The Schedule dialog will appear.'' | ||
| − | :::::2. Fill in the title and other information about the activity. (The title is the description that will appear in your calendar, e.g. “Sales Call – ABC | + | :::::2. Fill in the title and other information about the activity. (The title is the description that will appear in your calendar, e.g. “Sales Call – ABC Corp”.) See the buttons across the top of the page. If you select additional attendees, the activity will appear in their calendars as well. |
:::::3. Click on the '''Save & Close''' button to post this activity to the calendar. | :::::3. Click on the '''Save & Close''' button to post this activity to the calendar. | ||
Revision as of 14:47, 20 November 2012
Schedule an activity by clicking on the Schedule button and filling in information in the Schedule dialog box.
| Note: You may also add To-Do’s with no specific time. These are classified as unscheduled activities and will be listed in Activities. |
- 1. From any calendar view, click on the Schedule button. You can also click New within each day on the monthly view. The Schedule dialog will appear.
- 2. Fill in the title and other information about the activity. (The title is the description that will appear in your calendar, e.g. “Sales Call – ABC Corp”.) See the buttons across the top of the page. If you select additional attendees, the activity will appear in their calendars as well.
- 3. Click on the Save & Close button to post this activity to the calendar.
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