Doing Your Work
3–8 Sage CRM
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.
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: