Using the Calendar

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

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

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

Note: Some icons may not appear in week and month views due to limited space.

Our Scenario: You want to check your calendar to see if you have time available to meet with your co-worker before the meeting with Tom Dale.

To view the calendar:

  1. On the Navigation Bar, click Calendar.
  2. Select the type of calendar to view.
    • Day View - Displays a timeline for the day. Lists all scheduled activities and events for that 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.
    • 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.
  3. Each scheduled activity in the calendar is a link to the activity detail view. Rest your mouse over the activity to view its details. Click a link to open the selected activity.
  4. To view another user's calendar, select the user's name from the Calendar Users list.
    Note: For more information see the "Using the Calendar" topic in the Infor CloudSuite CRM Web Client Help.