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The calendar allows you to view or add events to your calendar. You can select what you wish to see in your calendar with the options at the top. You can also change the view by day, week or month.
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Default values for events are in the user's profile. |
You can print or export the calendar in PDF, Word (doc) or in Excel (xls).
With the Reports option at the top right you have the possibility to see all the events as an interactive report. Click Reports - Events calendar. In the list of events, you can open and edit an existing event by clicking on the pencil.
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You can create a new event and share it or set reminders for it.
Click ADD+
Select the visibilty, who’s calendar you want this event to be visible in your agency
Description of the event
Details of the event
Start & End dates
Select from your list to whom you want to assign this event to one of your contacts
Set up a reminder if needed
Click Save and Close or Save and Add a New One to create another event.
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You can also choose the dsiplay color of your event. |
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Completed! |