The Messaging module offers tools to help maintain contact with customers. Messaging Calendars are split into personal and public calendars. Your personal calendars are only visible to you, but public calendars are visible to all users who have permission to view them.
Add or Modify Calendar Appointments
Calendar List
When first opening the calendar screen, the calendar will show a monthly view. Switch between calendars by selecting the calendar you wish to view from the list to the left of the screen.
Calendar Views
In the upper left of the calendar, you can choose to export the calendar you are viewing by selecting the Export to PDF button.
Select the Today button to move your highlighted day to today's date.
Use the small arrows to the right of the Today button to move quickly between days, weeks, or months. The increment that you will move is based on the selection in the upper right of the calendar.
In the upper right, you can choose to view the appointments by day, week, or month. There is also an option to view an agenda, which will display the next 7 days of appointments in a list.
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Day View |
Week View |
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Month View |
Agenda |
Add New Calendar
To add a new calendar, you can right-click on an existing calendar, and select Add Calendar.
If you have permission to do so, you can also right-click on an existing public calendar to add a new public calendar.
Search Calendar
You can type something into the Search for section under Calendar Filters. Then Click the Magnifying Glass. Calendar appointments that do not contain your search term will be hidden from the calendar until you click the X button.
Add or Modify Calendar Appointments
To add an All-Day appointment, simply double-click on the appointment day while in Month View.
To add an appointment that has a start and end time, select the week view, and double-click on the start time.
Appointments must have either a Title or a Description. The Location is optional.
Reminders can be populated in the Messaging screen prior to an appointment.
Bar Color can be changed allowing visual organization of the calendar.
An all day appointment can be selected using the All Day checkbox,
Extended Recurrence options become visible when you select the recurrence frequency.