From CommenceCRM-Help
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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. | ::::::::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. | ||
Revision as of 18:31, 15 September 2012
Schedule an activity by clicking on the “Schedule” button and filling in information in the “Schedule” dialog box.
- 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.
- Step-by-Step
- 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.
- 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.
- 3. Click on the “Save and Close” button to post this activi-ty to the calendar.
