Setting calendar options

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

Calendar options are used to adjust the content and appearance of the 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. Select Options from the Tools menu.
  2. Click the Calendar tab.
  3. Select the default calendar view in the Default Calendar View field to display when you access the Calendar view.
  4. Select the maximum number of events to display at the top of the Calendar Day and Week views in the Number of Events on Day/Week field.
  5. Select Yes in the Show History on Calendar field, to display history items or No if you do not require 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 do not display for the attendees or members.
  6. Select Yes in the Remember Selected Users field, to display multiple users on the calendar view and to save the list of users between sessions. See Modifying the calendar users list
  7. Select the days of the week in the Work Week field, that are included in the work week.
  8. Specify this information to customize the calendar:
    First Day of the Week
    Select the day on which the work week starts.
    Day Start
    The time when the workday begins.
    Day End
    The time when the workday ends.
    Default Interval
    The default interval to display the calendar information. The information is displayed based on the value set for the interval (15, 30 or 60 minutes).
    Default Activity Type
    The default activity type. This is the type of activity that is created when you double-click on any of the Calendar views.
    Contact/Account
    Indicates the contact and the account information on the Calendar. This option do not apply to the month views.
    Show on Activities
    Select the 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 opportunity related to the activity, if applicable, on the day and week calendar views.
    • Phone Number: Displays the phone number related to the activity, on the day and week calendar views.
    • Regarding: Displays information related to the activity, on the day and week calendar views.
    • Time: Displays the start and end time of the activity, on the day and week calendar views.
  9. Click Save.
    Note: You must click Save on each tab otherwise the option selections are not saved.
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