calendar

See Also: Scheduling Appointments, Callbacks, Reminders

Calendar Views

The calendar toggles between a monthly and daily view of your appointments. Appointments are scheduled with easy drag and drop icons in both views. Print daily, weekly, and monthly planners.To open the calendar, click on the calendar icon or select “Calendar” from the “View” menu.

Monthly View The monthly view displays appointments summarized to save space. CBK is the abbreviation for call backs. Callbacks scheduled with the contact window are displayed in the calendar. Appointments are scheduled with the calendar schedule icons or with the calendar menu.

The arrows on either end of the calendar tool bar are to advance the calendar from month to month in the month view or day to day in the daily view. Double clicking in a day square of the monthly view, will change the view to a daily view of the day clicked.

The Daily View displays appointments, listing contacts and descriptions. Double click on an appointment in the day view to locate the contact associated with the appointment.

Additional Commands

The icons to the left are used to switch the view between month and day view, close the calendar and view or edit appointment notes in the day view. The icons from left to right are:

Monthly View: Changes the calendar display to the month view.

Day View: Changes the calendar display to the day view.

Close Calendar: Closes or hides the calendar and preserves the present view. The calendar will activate faster if it has been closed with the closed icon rather than double clicking the close bar.

Appointment Notes: This is used in the day view only. To view/edit an appointment note, click on the appointment to highlight it and click on the Appointment Notes icon. The note window will appear displaying the appointment note (if any). If you have your history option active your appointment notes are entered into the history window as you schedule the appointment.

These icons are only visible in the Daily View. All three icons are used by clicking on an appointment to highlight it and then clicking on the appropriate icon. From top to bottom they are:

Reschedule appointment: Opens up a window to reschedule the appointment.

Cancel Appointment. Removes the appointment from the calendar.

Locate Contact. Locates the contact window to the selected appointment’s contact.

Daily View Hidden Popup Menu The Calendar’s Daily view has a hidden popup menu which let’s you access all of the daily view commands. Click on an appointment or call back in the daily view with your RIGHT hand mouse button to View Appointment Notes, Delete, Reschedule, Locate Contact or access the calendar Print window.

Calendar Menu

The word “Calendar” which appears on the top left hand side of the calendar window is a drop down menu with additional command. Many people miss it.

Schedule: Schedule all appointment types from this sub menu.

Reschedule: Reschedule appointments.

Day View: Change the view to daily.

Month View: Change the view to monthly.

Purge Calendar: Bulk delete old appointments. Opens a window to enter the date that you wish to remove all appointments before.

Print: Opens the calendar print window. Print daily, weekly and monthly planners.

Close Calendar: Closes the calendar without losing the present view. The calendar will also reload faster if it is closed with the close command.