Working with Calendar Shortcut Menus
Calendar shortcut menus enable you to schedule a new activity, or to work with scheduled activities. The shortcut menu options available vary depending on where the menu is accessed.
To schedule an activity, on any Calendar view, right-click anywhere except on an activity. The options available are:
Menu Option | Description |
---|---|
Schedule Phone Call | Opens the Schedule Phone Call dialog box. |
Schedule Meeting | Opens the Schedule Meeting dialog box. |
Schedule To-Do | Opens the Schedule To-Do dialog box. |
Schedule Personal Activity | Opens the Schedule Personal Activity dialog box. |
Schedule Event | Opens the Schedule Event dialog box. |
To work with a scheduled activity, on any Calendar view, right-click an activity. The options available are:
Menu Option | Description |
---|---|
Open Activity | Opens the Edit activity dialog box. |
Complete Activity | Opens the Complete Activity dialog box. |
Delete Activity | Deletes the activity. |
Go To | Allows you to open the detail view of any record associated with the activity. |
To work with a completed activity, on any Calendar view, right-click a completed activity. The options available are:
Menu Option | Description |
---|---|
Edit History | Opens the History Detail dialog box. |
In an event, the options available are:
Menu Option | Description |
---|---|
Open Event | Opens the Edit activity dialog box. |
Delete Event | Deletes the event. |