Calendar
From Commence CRM-Help
The Calendar module provides you with the ability to schedule appointments, meetings, activities, and events. Your calendar can be viewed in daily, weekly, monthly or yearly formats. You may share calendar items with others or mark them as private so they only appear on your calendar.
Contents
How to Schedule an Activity
Schedule an activity by clicking on the “Schedule” button and filling in information in the “Schedule” dialog box.
How to Select a Calendar View
Calendar views may be selected in the Calendar Module Action panel on the left of the screen. Select a view by clicking on it.
How to Select a Date to Display
Near the top of the Calendar screen, buttons are available for quickly jumping to the “Current” period, or the “Previous” or “Next” period relative to the current display.
How to Use the Calendar Popup Feature
When creating a Calendar entry, you need to enter a Title that briefly identifies the entry, and you may enter a note, which al-lows a more informative description. In any calendar view in which a Title appears, when you place your mouse cursor over the Title, a popup window containing the full description appears. This is a very easy and convenient way to find out more about entries you see on your calendar.
Additional Calendar Features
As you navigate through the various buttons in a calendar item, you will discover other powerful functions.