Setting Calendar Options

Use the Calendar tab to set the default options for your calendar.

Calendar options allow you to adjust the content and appearance of your calendar to accommodate the way you work. You can set the type of information that displays in activities, the start and end of the work day, the default calendar view, default interval on the calendar, and whether or not completed activities (history) items display. History items only display on the day and week calendars by default.

To set calendar options:

  1. From the Tools menu, select Options.
  2. Click the Calendar tab.
  3. In the Default Calendar View field, select the default calendar view you want to display when you open the Calendar view.
  4. In the Num of Events on Day/Week field, select the maximum number of events that you want to display in the top part of the Calendar Day and Week views.
  5. In the Show History on Calendar field, select Yes to display history items or No if you do not want history items to display on the Calendar Day view.
    Note: History on the calendar is displayed only if you are the leader of an activity. It does not display for the attendees/members.
  6. In the Remember Selected Users field, select Yes if you display multiple users on your calendar view and want to save the list of users between sessions.
  7. Set the Show on Activities check box to define how activities are displayed on the Calendar timeline for day and week views. These options do not apply to the month view.
    • Opportunity: Displays an activity's opportunity information, if applicable, on the day and week calendar views.
    • Phone Number: Displays an activity's phone number information on the day and week calendar views.
    • Regarding: Displays an activity's regarding information on the day and week calendar views.
    • Time: Displays the activity's start and end times on the day and week calendar views.
  8. In the Work Week, select the days of the week that are included in your work week.
  9. In the First Day of the Week field, select the day on which your work week starts.
  10. Set these options to customize your calendar:
    Contact/Account
    Indicates how the contact and the account information is displayed on the Calendar. This option does not apply to the month views.
    Day Start
    The time when your workday begins.
    Day End
    The time when your workday ends.
    Default Interval
    The default interval to display the calendar information. This value can be 15, 30 or 60 minute intervals.
    Default Activity Type
    The default activity type. This is the type of activity that will be created when you double-click on any of the Calendar views.
  11. Click save.png (Save).
    You must click Save on each tab or your option selections are not saved.
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