Using the Calendar
Use the Calendar to manage your time and keep track of scheduled activities and events. The Infor CRM Calendar displays both open and completed activities and events, depending on your calendar options.
Your calendar security determines whose activities you can schedule, view, edit, complete or delete.
Events appear at the top of each day they are scheduled and span from the start date to the end date.
Depending on your access rights, you can view the calendars and activities of other Infor CRM users.
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Your security access determines what functions are available. Contact your administrator for any access rights changes. |
The following icons provide information about the activity:
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Phone Call |
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Meeting |
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To-Do |
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Personal Activity |
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The activity has an attachment. |
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The activity is a single occurrence of a recurring activity. |
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The activity has an alarm. |
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Some icons may not appear in week and month views due to limited space. |
- On the Navigation Bar, click Calendar.
- Select the type of calendar to view.
- Day View - Displays a timeline for the day. Lists all scheduled activities and events for that day.
- Work Week View - Displays only the days in your work week as defined in your user options. Lists scheduled activities and events for each day.
- Week View- Displays each day in the selected week. Lists scheduled activities and events for each day.
- Month View- Displays month calendar, listing scheduled activities for each day.
If there are more activities scheduled than will fit on the calendar an arrow displays at the bottom. Click the
arrow to view additional activities.
- To print the calendar, on the File menu click Print Calendar Reports, select your options, and then click Print.
- In the Task Pane, view the Timeless Activities section. The Timeless Activities section displays all of the timeless activities scheduled to occur during the selected calendar time frame. For example, day, week, or month.
To sort a column, click the column header. To expand a column, click and hold the column divider and drag to the size you need. - Click the Type link to open an activity.
- In the Task Pane, view the Completed Timeless Activities section. The Completed Timeless Activities section displays all of the timeless activities with a completed date within the selected calendar time frame. For example, day, week, or month.
- Click the Type link to open an activity.
- Hover your mouse over an activity to view important details.
- Right-click the activity and click Open Activity to open the detail view.
- Hover your mouse over an event to view important details.
- Right-click the event and click Open Event to open the detail view.
- To return to the current date from any other date,click Today.
- Use the navigation calendar in the Task Pane Calendar section to go to another date.
- In the Task Pane, under Calendar Users, select the user or users you want to view. If no users are listed, click Edit Calendar Users to customize your list.
You can customize your Calendar Users list to only include the users whose calendars you want to view on a regular basis. You can include up to 25 users (including yourself) in your list. However you may only view up to four calendars at a time.Your calendar security determines whose calendars you can view.
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Do one of the following:
- Double-click on the Calendar view.
Your calendar options determine which type of activity opens by default. - Right-click in the Calendar and select Schedule Phone Call, Schedule Meeting, Schedule To Do, Schedule Personal Activity, or Schedule Event.
- Double-click on the Calendar view.
- Follow the steps for scheduling an activity or event.
- To move an activity to another time, click and drag the activity to the new time on the calendar.
- To change the duration of an activity, by point your mouse on the edge of an activity and drag the edge of the activity up or down.
What Are Activities and Events?
Scheduling or Editing an Activity
