The Calendar enables you to view, edit, and add activities to any day. However, only your timed activities (appointments and team appointments) will appear in your Calendar views.
To view activities
from the Calendar:
Open the Calendar Landing screen. How?
From the Main Menu bar, click the Calendar icon.
A calendar appears. Your default calendar view can be changed at any time in your Calendar Settings.
Navigate to the day/week/month that contains the appointment you want to view.
Any symbols relevant to the activity are displayed to the right of the scheduled time range.
If the whole description cannot fit into the viewing area, hover your cursor over the activity or select the activity to display the full time range and description.
If viewing the Month view and there are too many activities to display in any single day, a More link appears in the day's box. Clicking this link displays the start time and description for all of the activities scheduled for that day.
To edit an
appointment from the Calendar:
Open the Calendar Landing screen. How?
From the Main Menu bar, click the Calendar icon.
A calendar appears. Your default calendar view can be changed at any time in your Calendar Settings.
Navigate to the day/week/month that contains the appointment you want to view or edit.
Any symbols relevant to the activity are displayed to the right of the scheduled time range.
Click the appointment that you want to view. From the appointment pop-up, you have the following options:
Click the Edit Details link to edit the appointment.
Tip: From the day or week
view, you can modify an appointment's date/time using the
Calendar's drag
and drop features.
Click the Mark Done link to mark the appointment as "done".
Click the Delete link to delete the appointment.
Click the Close [x] icon to close the pop-up.
To add an
appointment to your Calendar:
Tip: From
the day or week view, you can duplicate an appointment using the Calendar's
drag/drop
and copy features. This saves you from having to create another
from scratch.
Open the Calendar Landing screen. How?
From the Main Menu bar, click the Calendar icon.
A calendar appears. Your default calendar view can be changed at any time in your Calendar Settings.
Navigate to the day/week/month when you want to add an appointment.
Any symbols relevant to the activity are displayed to the right of the scheduled time range.
If you are adding an appointment while in the Day or Week view, you can click a time slot to open the Add Activity form The default start time will reflect the time slot you selected.
Create the activity as detailed in Scheduling an Activity.
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Technical Support: 1-800-830-8300 |