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Entering a New Calendar Event

1,038 bytes added, 20:11, 4 June 2019

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'''[http://smartsimple.com/files/113/f102251/Entering_a_New_Calendar_Event_viewlet_swf.html View It Here]'''

 

==Entering a New Calendar Event==

 

Calendar events can be set up using either the daily or monthly views.

The activity window is displayed:

[[Image:Newev2New Event.png|link=|650px]] If you have more than one calendar selected, you will be prompted to select the specific calendar to which the event should be added.

==Calendar Activity Types==

Each Activity can be either an event or a task. The following event types are standard:

Each Activity can {| border="1"|-||'''Event Type'''||'''Notes'''|-||Phone Call||This type will be either automatically set if you click on a contact's phone number.|-||Conference Call||A call with several parties.|-||Meeting||Indicates a physical meeting.|-||Appointment||Generally a personal appointment.|-||Mail||A letter received.|-||Email received||This type is automatically set if you receive an email within the system.|-||Interview||Used with the Applicant Tracking system to indicate a candidate interview.|-||Phone Interview||Used with the Applicant Tracking system to indicate a candidate telephone interview.|-||Email Sent||This type is automatically set if you send an email from the system.|-||Seminar||A meeting for giving and discussing information.|-||Conference||Indicates a conference.|-||Training||Indicates a training session.|-||Other||Indicates an event or which is not included on this list.|-||Vacation||Used to indicate an individual vacation day.|-||Holiday||Typically used to indicate a statutory holiday on a taskcompany calendar. The following event types are standard:See [[Holiday Calendar]].|}

[[Image:NewevDefaultEventTypes.png|link=]]

'''Note:''' In addition to the standard event types, you can create custom '''Event Types''' as described [[Image:Newev1.pngEvent Types|here]].

You can also create custom '''Event Types'' as described [[Event Types|here]]

==Changing from Events to Tasks==

 

Clicking the '''Activity Type''' options button switches the activities between an event and a task.]

[[Image:Newev3.png]]

==Event Type Activities==

[[Image:Newev4.png]]

[[Image:Newev4.png]]

* An event has a “start date and time” plus an “end date and time”.

==Task Type Activities==

 

[[Image:Newev5.png]]

==Activity Fields==

Both events and tasks use the following common fields:

Both events and tasks use the following common fields:

* '''Calendar''' - If you selected the wrong calendar, you can use this combo box to associate the activity with a different calendar.

* '''Subject''' - Description of the activity, for example, "Meeting with Vendor."

* '''Event Type''' - See table in previous section.

* '''Event Status''' - The status of the event: tentative, confirmed, completed or cancelled.

* '''Phone''' - Phone number.

* '''Start Date''' - Date event begins. You can click the calendar link and select a different date.

* '''Whole Day Event''' - Check box to indicate if the event lasts all day.

* '''Entered By''' - The name of the [[User|user]] that created the event.

* '''Assigned''' - The event is initially assigned to the contact that creates the event. You can use the look-up icon to select [[Internal|internal]] contacts.* '''Contact''' - [[External]] contacts associated to events. You can use the look-up icon to select [[External|external]] contacts.

* '''Reminder Days''' - Specifies the number of days or hours before the activity that people should be informed.

* '''Reminder Type''' - Reminders can be sent to the owner, the owner and contact, the owner and assigned, or everyone. You can choose to send the reminder by email or [[Using Quick Messaging|quick message]].

* '''Reminder Sent''' - This option is set automatically by [[SmartSimple]] and indicates that the reminder was sent. Manually setting to the “sent” option will suppress the reminder.

* '''Follow Up Days''' - Specifies the number of days after the activity that people should be informed.

* '''Follow Up Type''' - Follow ups can be sent to the owner, the owner and contact, the owner and assigned, or everyone. You can choose to send the reminder by email or [[Using Quick Messaging|quick message]].

* '''Follow Up Sent''' - This option is set automatically by [[SmartSimple]] and indicates that the follow up was sent. Manually setting to the “sent” option will suppress the reminder.

* '''Description''' - Narrative description of the event.

[[Image:Newev6.png]]

3. Click the '''Back''' button.

[[Image:Newev7.png]]

The Calendar is redisplayed with the new event added.

[[Image:Newev8.png]]

 [[Category:System Management]][[Category:View ItCalendars]]

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