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
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Follow these steps
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Create a task
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Click New in the Open Tasks title bar. On the Task Edit page, enter the required information and save the record.
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Create an appointment
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Click New Appointment in the Calendar title bar. On the Appointment Edit page, enter the required information and save the record.
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Delete an appointment
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Click the link for the appointment that you want to delete. On the Appointment Detail page, click Delete.
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Go to a specific day
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Click the day link in the Calendar View section.
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Go to a specific month
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Click the arrows in the Calendar View section.
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Mark a task as completed
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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.
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Page through the Calendar day by day
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Click the arrows in the Daily Calendar section.
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Update an activity
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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.
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View a list of tasks (open, closed, or all), appointments, or activities
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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.
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View the day's appointments
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Click the 1 icon in the Calendar.
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View the details of an activity
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Click the link for the activity (appointment or task) that you want to view.
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View the entire month's appointments
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Click the 31 icon in the Calendar.
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View the entire week's appointments
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Click the 7 icon in the Calendar.
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