Using the Calendar

Use the Calendar to manage the time and keep track of scheduled activities and events. The Infor CRM Calendar displays both open and completed activities and events, depending on the calendar options. You can view the schedule by the day, week, or month view. Use the calendar right-click menu to schedule, edit, complete, or delete activities and events.

The calendar security determines whose activities you can schedule, view, edit, complete or delete.

Events appear at the top of each day as scheduled and span from the start date to the end date. Unconfirmed activities appear on the calendar with diagonal white lines in the activity heading. Use the Timeless Activities section to view activities scheduled to start during the selected time period but do not have a specific start time.

Depending on the access rights, you can view the calendars and activities of other Infor CRM users. Each user has an assigned color to help identify which activities are for each user.

The following icons provide information about the activity:

Icon	Description
	Phone Call
	Meeting
	Personal Activity
	The activity has an attachment.
	The activity is a single occurrence of a recurring activity.
	The activity has an alarm.

On this page you can:

• View the Calendar:
  • From the navigation bar, select 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 the work week as defined in the 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.
      Note: If the activities cannot fit in calendar, an arrow is displayed at the bottom. Click the arrow to view additional activities.
• View Timeless Activities:
  1. 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.
  2. Click the Type link to open an activity.
• View completed timeless activities:
  1. 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.
  2. Click the Type link to open an activity.
• View activity details:
  • Hover your mouse over an activity to view important details.
  • Right-click the activity and select Open Activity to open the detail view.
• View event details:
  • Hover your mouse over an event to view important details.
  • Right-click the event and select Open Event to open the detail view.
• Switch between dates:
  • 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.
• View other user's calendars:
  • 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 link to customize your list
  • You can customize the 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 the list. However you may only view up to four calendars at a time.
  Note: The calendar security determines whose calendars you can view.
• Schedule an activity or event:
  1. Do one of the following:
     • Double-click on the Calendar view. The 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.
  2. Follow the steps for scheduling an activity or event.
• Change the start time or duration of an activity:
  • 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.