Calendars & Activities

Activity: Linked Document Tab
Use this tab to link a document to the activity. This tab also displays a linked sales opportunity or service call from which the activity was created. In a...
Wed, 4 Sep, 2013 at 4:44 PM
Activity: Attachments Tab
Use this tab to attach relevant files to the activity. For example, you can attach a printed copy of a sales order sent to the customer. You can attach a...
Wed, 4 Sep, 2013 at 4:44 PM
Calendar Window
Use the calendar to view meetings, phone calls, and other Activities. You can also add and update activities by selecting them in the calendar. Note and ...
Wed, 4 Sep, 2013 at 5:01 PM
Managing Activities in the Calendar
The Calendar provides an overview of the availability of users and schedule specific activities. It is therefore closely linked to the Activity window as me...
Wed, 4 Sep, 2013 at 5:02 PM
Defining Calendar Settings
You can customize different aspects of your calendar such as setting the display of the calendar, selecting working days and view of other users' calend...
Wed, 4 Sep, 2013 at 5:03 PM
Calendar Settings: Users Tab
Use this tab to specify users for whom you would like to view their activities along with yours. For each user, set the views on which their events appear a...
Wed, 4 Sep, 2013 at 5:03 PM
Calendar Settings: General Tab
Use this tab to define general display settings for the calendar. To access this window, choose the Calendar icon from the toolbar. Calendar Settings Ge...
Wed, 4 Sep, 2013 at 4:51 PM
Creating Activities in the Calendar Window
     1. To access the Calendar window, click  in the toolbar, or choose Window  ® Calendar.  2. In the Calendar window double-click a cell to open the Act...
Wed, 4 Sep, 2013 at 4:51 PM