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. See Using the calendar
The options available are:
Menu Option | Description |
---|---|
Schedule Phone Call | Displays the Schedule Phone Call window. |
Schedule Meeting | Displays the Schedule Meeting window. |
Schedule To-Do | Displays the Schedule To-Do window. |
Schedule Personal Activity | Displays the Schedule Personal Activity window. |
Schedule Event | Displays the Schedule Event window. |
To work with a scheduled activity, on any Calendar view, right-click an activity. The options available are:
Menu Option | Description |
---|---|
Open Activity | Displays the Edit Activity window. See Modifying an activity |
Complete Activity | Displays the Complete Activity window. See Completing an activity |
Delete Activity | Deletes the activity. SeeDeleting an activity |
Go To | Used to access 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 | Displays the History Detail window. See Viewing and modifying history items and notes |
In an event, the options available are:
Menu Option | Description |
---|---|
Open Event | Displays the Edit Activity window. See Modifying an activity |
Delete Event | Deletes the event. See Deleting an event. |