2,299
edits
Changes
no edit summary
==Entering a New Calendar Event==
Calendar events can be set up using either the daily or monthly views.
[[Image:New 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:
{| border="1"
|-
||'''Event Type'''||'''Notes'''|-||Phone Call||This type will be 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 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 company calendar. See [[Holiday Calendar]].
|}
==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]]
* 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:
* '''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 It]][[Category:Calendars]]
