Sage Software 5.8 manual Doing Your Work, Navigating Your Calendar

Doing Your Work

Doing Your Work

You can schedule tasks and appointments for yourself or for a colleague that are not linked to any particular entity. You can also create appointments and tasks that are linked to specific companies, people, opportunities, cases, and leads. This section provides an example of both and it provides an overview of how to manage your personal calendar.

Navigating Your Calendar

When you log onto CRM your daily Calendar is displayed. You can switch between daily, weekly, monthly, and yearly views of your Calendar using the list in the context area.

If you are not currently in the Calendar context, you can move to it by clicking the My CRM menu button at the top of the screen.

CRM Calendar

„Gray shading indicates the current time or date in the daily and weekly views, respectively.

„The daily and weekly views are divided into Appointments on the top half of the page and Tasks on the bottom half of the page (you need to scroll down to view tasks). Filter criteria apply to the calendar—if the Status field is set to Pending, you will only see pending tasks and appointments in your calendar.

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The Next and Previous arrows allow you to scroll to the next page of the view you are in.

To create a new task within the daily view, select the New Task hyperlink. To create a new appointment:

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