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Calendar Pages

The Calendar pages provide the main area for managing activities. The default page is the Daily Calendar page, which contains a Daily Calendar section, a Calendar View section, and an Open Tasks section.

NOTE: If your role includes the Share Calendar privilege, your Calendar pages might provide additional functionality than that listed on the default page. For more information on additional functionality, see Calendar Setup Page.

The following table describes what you can do from the Daily or Weekly Calendar.

NOTE: Communication activities generated from Call Center On Demand belong to a specific activity subtype. Therefore, they do not appear on the Calendar pages or Activity lists.

To do this

Follow these steps

Create a task

Click New in the Open Tasks title bar. On the Task Edit page, enter the required information and save the record.

Create an appointment

Click New Appointment in the Calendar title bar. On the Appointment Edit page, enter the required information and save the record.

Delete an appointment

Click the link for the appointment that you want to delete. On the Appointment Detail page, click Delete.

Go to a specific day

Click the day link in the Calendar View section.

Go to a specific month

Click the arrows in the Calendar View section.

Mark a task as completed

In the Open Tasks section, click the Show Full List link. On the Activities List page, select the activity whose status you want to change. On the Task Detail page, click the Mark as Completed button.

Page through the Calendar day by day

Click the arrows in the Daily Calendar section.

Update an activity

Click the link for the activity (appointment or task) that you want to update. On the Appointment or Task Detail page, edit the fields inline or click Edit to open the Appointment or Task Edit page. For more information on updating records, see Updating Record Details.

View a list of tasks (open, closed, or all), appointments, or activities

In the Open Tasks section, click the Show Full List link. On the Activities List page, click the drop-down list and change the selection.

View the day's appointments

Click the 1 icon in the Calendar.

View the details of an activity

Click the link for the activity (appointment or task) that you want to view.

View the entire month's appointments

Click the 31 icon in the Calendar.

View the entire week's appointments

Click the 7 icon in the Calendar.


Published May 2008