EditPurpose
To view the calendar and schedule, view, modify or remove events on the calendar. You can also view other users' calendars if permissions allow.
EditLocations Used
Calendars, Contacts
EditOverview
Not only can each user of SalesdeskSuite store and organize their contacts, they can also view a calendar of events or appointments they may have with their contacts.
To view the calendar, make the menu selection
Calendars from the main menu bar.
 Calendar View |
By default, the "month" calendar view will be displayed with any events that are scheduled for the contact your are viewing, which would be you by default. If you have the proper privileges, you can view the calendar of another contact by selecting that person's name in the
View As box to the right of the Calendars page.
The following is a list of features displayed on all calendar views:
1.
Jump to Date - Enter a date in the form mm/dd/yyyy or select from the calendar icon, then click on the GO button to update the Calendar page with the “Day” view for the date you specified.
2.
Calendar View Buttons – Click on the appropriate button for the type of calendar you wish to view, Month, Week, or Day.
3.
Legend Box – This box shows the types of events that are displayed on the calendar. Click on an event type and the calendar will be updated to display only those events on the calendar. To view all event types on the calendar, click on Reset Calendar.
4.
"View As" Box – This box is visible only if you have administrator privileges. You can select a name from the pull-down menu to view that person’s calendar information.
5.
ADD NEW ENTRY Button – Click on this button to schedule a new event on your calendar. Refer to the section “Schedule an Event” for more information on this topic.
6.
PRINT Button – Click on this button to print the calendar—by month, week, or day—you are currently viewing.
EditSelect A Calendar View
From any of the Calendar pages, you can view the calendar by month, week, or day by clicking on the appropriate
Calendar View button.
Also from any of the calendar pages you can specify a date to view more details for.
Jump to Date - Enter a date in the form mm/dd/yyyy or select from the calendar icon, then click on the GO button to update the Calendar page with the
Day view.
EditCalendar View: Month
This view displays events that are taking place during the current month. To view your calendar by month, do one of the following:
- Make the menu selection Calendars from the main menu bar.
- Make the menu selection Calendars→Month View from the main menu bar.
- Click on the MONTH button from any of the calendar pages.
 Calendar View - Month |
1.
Event Type - By default, all event types are viewed. You can select an event type to view on the calendar by selecting from the
Legend box on the right of the Calendar page.
2.
"Note" Icon - Click on the Note icon next to the scheduled event to bring up a popup window that shows details for that event.
 Calendar View - Event Details |
Click on the close icon (red boxed "x") to close the popup window, or the "edit" link to edit the details for that event.
3.
Previous Month / Next Month Links – Click on the month names to the left or right of the current month’s name in order to view the calendar for the previous or next month.
4.
"Schedule" Icon - Each date has a "Schedule" icon on it that you can use to schedule a new event for that date. Refer to the section "Schedule an Event" for more information on this topic.
Calendar View: Week
This view displays events that are taking place during the current week. To view your calendar by week, do one of the following:
- Make the menu selection Calendars→Week View from the main menu bar.
- Click on the WEEK button from any of the calendar pages.
 Calendar View - Week |
1.
Previous Week / Next Week Links – Click on the links “Previous Week” or “Next Week” to the left or right of the current week’s name in order to view the calendar for the previous or next week.
2.
Day of the Week - Click on a day to view events for the day.
3.
"Note" Icon - Click on the Note icon next to the scheduled event to bring up a popup window that shows details for that event.
 Calendar View - Event Details |
Click on the close icon (red boxed "x") to close the popup window, or the "edit" link to edit the details for that event.
4.
"Schedule" Icon - Each day of the week has a "Schedule" icon on it that you can use to schedule a new event for that date. Refer to the section "Schedule an Event" for more information on this topic.
Calendary View: Day
This view displays events that are taking place during the current day. To view your calendar by day, do one of the following:
- Make the menu selection Calendars→Day View from the main menu bar.
- Click on the Day button from any of the calendar pages.
 Calendar View - Day |
1.
Previous Day / Next Day Links – Click on the links “Previous Day” or “Next Day” to the left or right of the current day’s name in order to view the calendar for the previous or next day.
2.
Day View – The calendar displays a scrollable list of times, in hour increments, for the day.
3.
"Note" Icon - Click on the Note icon next to the scheduled event to bring up a popup window that shows details for that event.
 Calendar View - Event Details |
Click on the close icon (red boxed "x") to close the popup window, or the "edit" link to edit the details for that event.
4.
"Schedule" Icon - Each hour of the day has a "Schedule" icon on it that you can use to schedule a new event for that date and time. Refer to the section "Schedule an Event" for more information on this topic.
Schedule An Event
You can use any of the calendar views to schedule an event. The event can be a meeting, an appointment, a reminder, or a conference call. Refer to the section "Schedule an Event" for more information on this topic.