Working with Calendars

Use the Edit Event details screen to review and modify the details of the event selected on the Calendar list screen. The Edit Event details screen comprises of these tabs:

  • DETAILS: The details related to the event can be viewed and modified.
  • RELATED: The entities related to the item can be viewed and modified. These entities are:
    • Associations
    • Files
    • Notes
    • Participants
    • Resources

To modify the Account details:

  1. Select Calendar on the navigation bar. The Calendar list screen is displayed.
  2. Click the name of the event. The Edit Event details screen is displayed.
  3. Select the Details tab.
  4. Click Edit.
    Note: You cannot modify the event details if you select the Completed option on the Edit Event Details screen.
  5. View or modify this information:
    Subject
    The purpose of the event.
    Location
    The place where event is planned.
    Start Date
    The date on which event starts.
    End Date
    The date on which event ends.
    Timeless
    If this option is enabled, the event is not affected by the time.
    Details
    The details of the event.
    Priority
    The level of prioritising the event.
    Category
    The type of event. Possible values:
    • Conference
    • Goodwill Visit
    • Other Visit
    • Personal
    • Trade Show
    • Training
    Leader
    The leader of the event.
  6. Click Save.