EditPurpose
To schedule an event, such as an appointment, meeting, reminder, or conference call.
EditLocations Used
Contacts, Calendars
EditOverview
SalesdeskSuite provides a feature where you can schedule various types of events, for example appointments, reminders, conference calls, notes, and office visits. You can view these events according to which contacts these events are schedule with, or according to what day, week, or month the event is scheduled.
EditSchedule / Add an Event
There are several ways in which to schedule an event:
a.
From any of the Calendar views: Click on the "schedule" icon for the date or time slot you wish to schedule an event.
b.
From any of the Calendar views: Click on the
ADD NEW ENTRY button on the right side of the page.
c.
From the Contacts page: If you are viewing the details for a contact, you will see the "Future Activities" tab. Click on the tab, and then on the
ADD button under that tab.
d.
From the Contacts page: Whether you are viewing the Contact List or details for a contact, click on the
More Tools link to the right of the page. The
SCHEDULE button will appear; click on this button.
The
Add a new event window will appear:
 Schedule an event |
1.
Title - Enter the title for this event or activity.
2.
Event Type - Select the type of event for this entry, for example "Meeting" or "Office visit".
3.
Date - Enter the date for this event activity. By default, the current date will be displayed.
4.
Start - Enter the start time for this event. By default, 8:00AM will be displayed.
5.
End - Enter the end time for this event. By default, 9:00PM will be displayed.
6.
Repeat - Check the box
Recurring if this is a recurring event. If it's recurring, additional input fields will be displayed:
Recur On - Select how often the event will occur.
Ends On - Enter a date for which the recurrence will end.
7.
Follow Up - Enter in how many days a follow-up should occur.
8.
Location - Enter the location for this event.
9.
URL - Enter a Web site address for this event, if applicable.
10.
Description - Enter a description of the event.
11.
Email - Check this box if you wish to have an email sent to all the contacts regarding the event.
12.
Contact* - By default, the name of the contact you are scheduling the event for will be displayed on the list at the bottom of the window. To add more contacts to the list, enter the name in the input field labeled
Contact and click on the
ADD button. That name will be added to the list at the bottom portion of the window. Check the box for each contact that should attend the meeting. To check all the boxes at once, check the box at the top of the list. To delete the list and re-enter attendees, click on the delete iceon (red circled 'x').
13. Click on the
SAVE button to save the event for the contact. Click on the
CANCEL button to discard your changes.
Edit an Event
You can select an event to update in one of several ways:
a.
From any of the Calendar views: If the event is displayed on the Calendar view, click on the event you wish to update. If the event is not displayed on the Calendar view, use the links to go to the date of the event (refer to the section “Calendars” for more information on the various links) or enter the date of the event in the “Jump to Date” field at the top of the Calendar page and click on the GO button.
b.
From the Contacts page: If you are viewing the details for a contact, you will see the "Future Activities" tab. Click on the tab, and then click on the edit icon for the event you wish to edit.
The
View event window will appear. By default, the input fields are filled in with information for the selected event.
1. Refer to the section “How to Add/Schedule an Event” for more information on the input fields on this page.
2. Once you are done modifying the entry, click on the SAVE button to save your changes to the SalesdeskSuite database.
3. Or click on the CANCEL button to discard your changes.
EditDelete an Event
You can select an event to delete in one of several ways:
a.
From any of the Calendar views: If the event is displayed on the Calendar view, click on the event you wish to update. If the event is not displayed on the Calendar view, use the links to go to the date of the event (refer to the section “Calendars” for more information on the various links) or enter the date of the event in the “Jump to Date” field at the top of the Calendar page and click on the GO button.
b.
From the Contacts page: If you are viewing the details for a contact, you will see the "Future Activities" tab. Click on the tab, and then click on the edit icon for the event you wish to edit.
The
View event window will appear.
1. Scroll to the bottom of the page and click on the DELETE button to remove this event from the SalesdeskSuite database. The calendar will no longer display this event nor will it be listed under the “Future Activities” tab for the contact.
2. Or click on the CANCEL button to close the window. The event will remain in the database.