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The
My Calendar window is a monthly planner to help you better
schedule your time--and remember where you’re supposed
to be.
The Clients & Profits X calendar is an online
planning tool for both individual staff members and the company
as a whole. It is designed to help you easily add, edit, and
prioritize your daily activities (as well as those for different
departments and the company itself), planning months into the
future.
The calendars are universal, so everybody in your shop who uses Clients & Profits
X can share them.
When the calendar window opens, it displays each day's entries. Clicking on
a day opens the Day-at-a-Glance window, which
shows the day's entries in more detail.
To choose a calendar
1 Choose My > My Calendar to open the My Calendar window.
The My Calendar window opens.
2 Choose a calendar from the Show pop-up menu.
The Calendar window will display the month's entries for each day of the month.
Since the space available for each day of the month is limited, you'll see
an abbreviated version of each calendar entry.
Click the previous month and next
month buttons to see different months.
To jump to a specific day, enter the date in the Find Date field then click
the Find button. The calendar will
display the selected month's entries.
To see a calendar's daily entries
Clicking on any day in the Calendar window opens the Day-at-a-Glance window,
which shows the day's entries in more detail. You can also add new entries
from this window.
To add a calendar entry
Calendar entries can only be added once a type of calendar (i.e., personal,
media, etc.) is chosen and displayed then by clicking the Add
Entry button. Click here for step-by-step
instructions.
To print the calendar
Clicking the Print Calendar button
prints a hard-copy of the calendar that's currently being displayed.
There are seven different calendars to choose from:
Calendar |
How
it works, how it's used |
Personal |
Shows only the calendar entries
you added personally. You can only see your own personal
calendar's entries. Also, you can't add personal entries
for other staff members. (Remember, there should be no
expectation of privacy on your personal calendar since
it is stored on company property.) |
Company |
Shows calendar
entries that affect the entire company, such as holidays,
events, or announcements. Entries added to the company
calendar are public, so everyone will see them. |
Client |
Shows appointments, dates,
and other calendar entries for one selected client. Client
calendar entries can be added by anyone in the company. |
Traffic |
Shows calendar
entries that involve production that are added by the traffic
department. |
Media |
Shows space closing and material
due dates from insertion and broadcast orders, as well
as entries added by members of the media department. |
Accounting |
Shows important
dates (e.g., tax payments, rent due, etc.) added by members
of the accounting department. |
Cash |
Shows expected client payments
(using the A/R invoice's pay date) and planned cash disbursements
(using the A/P invoice's pay date) as well as manually
added entries added by the accounting department to manage
cash. |
Depending on your access privileges, you can
see and add entries to one or more of the calendars. Calendar
entries can only be added once a type of calendar (i.e., personal,
media, etc.) is chosen and displayed.
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