Difference between revisions of "Calendars"

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== '''General Description''' ==
 
You can access SmartSimple Calendars from the [[Administration Interface|Communications Menu]] and create Calendars by clicking the '''New Calendar''' link.
 
  
By default, every user has a Calendar called '''My Calendar'''.
 
 
You can change views on a Calendar by clicking the '''Day View''', '''Week View''' or '''Month View''' links.
 
 
== '''General Settings''' ==
 
To change the settings of a Calendar click on the '''Settings''' tab and then click on the '''Edit''' button.
 
 
'''Name''' is the name of your Calendar
 
 
'''Description''' is the description of your Calendar
 
 
'''Internet Enabled''' can be checked to be accessible to a community outside of the SmartSimple system.
 
 
There is also the ability to add [[Custom Fields]] to the Posts/Replies by clicking the '''Custom Fields''' link.
 
 
A Workflow can also be triggered from the Calendar by creating a [[Workflow]] and selecting it in the '''Workflow''' dropdown on the Calendars settings page.
 
 
== '''Permission Settings''' ==
 
You can also set read and write permissions on a Calendar by [[Role]] and [[The Root Company|Company]].
 
 
== '''Adding a New Event to a Calendar''' ==
 
To add a new Event to a Calendar click on the "'''...'''" link, this will open a new activity Event form.
 
 
== '''Events''' ==
 
An Event has the following fields:
 
 
'''Activity Type''' can be an Event or a Task.
 
 
'''Calendar''' is which Calendar to add the Event.
 
 
'''Subject''' is the subject of the Calendar.
 
 
'''Event Type''' is the type of Event (e.g. Phone Call, Conference, Interview).
 
 
'''Event Status''' is the status for the Event (Tentative, Confirmed, Completed, Cancelled).
 
 
'''Phone''' is the phone number.
 
 
'''Start Date''' is the start date of the Event.
 
 
'''End Date''' is the end date of the Event.
 
 
'''Start Time''' is the start time of the Event.
 
 
'''End Time''' is the end time of the Event, this has a timer feature which an be activated by clicking the timer icon.
 
 
'''Whole Day Event''' is a checkbox which can be ticked if it is a whole day Event.
 
 
'''Entered By''' is who entered the Event.
 

Revision as of 05:39, 5 June 2012