Difference between revisions of "Calendar/How to Schedule an Activity"

From Commence CRM-Help
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Schedule an activity by clicking on the “Schedule” button and filling in information in the “Schedule” dialog box.
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Schedule an activity by clicking on the '''Schedule''' button and filling in information in the '''Schedule''' dialog box.
  
 
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|'''''Note:''''' You may also add Tasks, To-Do’s with no specific time. These are classified as “Unscheduled Activity” and will be listed in Activities.   
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|'''''Note:''''' You may also add '''To-Do’s''' with no specific time. These are classified as unscheduled activities and will be listed in Activities.   
  
 
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[[File:ScreenHunter_44 Sep. 25 14.21.jpg|left]]
 
[[File:ScreenHunter_44 Sep. 25 14.21.jpg|left]]
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::::::::1. From any calendar view, click on the “Schedule” button.  The “Schedule” dialog will appear. You can also click “New” within each day on the monthly view.
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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.''
  
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::::::::2. Fill in the title and other information about the activity.  (The title is the description that will appear in your cal-endar, e.g. “Sales Call – ABC Corp.”.) See the buttons across the top of the page. If you select additional at-tendees, the activity will appear in those peoples’ cal-endars as well.  
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:::::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.  
  
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::::::::3. Click on the “Save and Close” button to post this activi-ty to the calendar.
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:::::3. Click on the '''Save & Close''' button to post this activity to the calendar.
  
  
 
[[File:ScreenHunter_45 Sep. 25 14.22.jpg]]
 
[[File:ScreenHunter_45 Sep. 25 14.22.jpg]]
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Return to [[Calendar]]

Revision as of 14:34, 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.


ScreenHunter 44 Sep. 25 14.21.jpg
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.


ScreenHunter 45 Sep. 25 14.22.jpg


Return to Calendar

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