Navigating your calendar

To create a new appointment, click New Appointment.

To create a quick unlinked calendar entry, enter a few key words , select a time and approximate duration, and click Quick Appointment .

To create a new task, click New Task. For example, a call back you need to make.

To create a quick item in your task list for the day, enter a few key words, and click Quick Task.

To create and send an email, click New Email.

To reduce or expand the your list of tasks that's displayed, select a duration from Tasks To View. You can toggle overdue tasks on or off. Overdue tasks are highlighted in red.

By default, the Filter Box shows all Pending appointments and tasks. You can change this to show Canceled, Complete, or All types of Status. When you change filter settings, remember to click Apply Filter.

To display the list view of the Calendar/Tasks page, click List View. When you're in the list view, and want to display the calendar view, click Calendar View.

To print all appointments and tasks for the daily or weekly calendar view, and all overdue tasks, click Print.

If you have access, you can click another user's name within My CRM to view their calendar. To switch back to your own calendar, click your name from the context area of the screen. The My CRM For field is always available in this context. The Find field is available only when there are more than 10 users in the system.

Use the View By list at the top of the Calendar panel to switch between daily, weekly, monthly, and yearly views of your calendar. You can customize your daily view in My CRM | Preferences. For more information, see User preferences.

Note: The monthly and yearly calendar views need more space to be displayed. If you select either of these options, the Tasks panel isn't displayed. Tasks are displayed on the Monthly and Yearly calendars.