|
|
| (6 intermediate revisions by one other user not shown) |
| Line 1: |
Line 1: |
| − | == '''General Description''' ==
| + | #REDIRECT [[:Category:Calendars]] |
| − | 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'''.
| |
| − | | |
| − | == '''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 to Calendars 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 three periods link ('''...''') this will open a new activity Event form.
| |
| − | | |
| − | == '''Events''' ==
| |
| − | An Event has the following fields:
| |
| − | | |
| − | '''Activity Type''' can be an '''Event''' or '''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.
| |
