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Clients & Profits
X Online User Guide |
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Add events,
appointments, and reminders in the Add Calendar Entry window.
The Add Calendar Entry window lets you specify
a time and place for each entry, so you'll know all the details
of your day. With the ability to prioritize events and trigger
e-mail notification, there's no more excuses for missing appointments.
When a calendar entry is added, the Action/Event appears on the calendar,
while location, client, status, description, and time appear in the Day-at-a-Glance
window.
The event description box, a free-form field, allows you to type in as
much information as you need to describe the planned event. The pop-up
priority bar lets you tag events depending on their level of importance
(high, normal, or low), while the Notify via e-mail option can trigger
an automatic e-mail message to remind you of the upcoming event.
The delete button will completely remove the current calendar entry from
both the Calendar and the Day-at-a-Glance windows. The calendar field is
automatically filled in, showing you which calendar you are entering an
event for. The date will default to today’s date, but can be changed
for any future date. Likewise, the time will automatically default to the
current time, but you can change it to any future time. Enter the name
of the place the event or activity will occur, such as the particular conference
room, or office, in the location field. If the event is related to a particular
client, enter the client code in the client field, along with any status
note, which copies to the Day-at-a-Glance window.
To add a calendar entry
1 Click on the add
Entry toolbar button in the My Calendar window (or choose
Edit > Add New Calendar Entry) to open the Add Calendar Entry
window.
The calendar type will automatically default to the calendar that you were
using before clicking the add entry button.
2 Enter the calendar entry date, time, and location.
3 Enter a short description for the entry on the action/event
line.
The text you enter here will appear in on the My Calendar window as well
as on the Day-at-a-Glance window, so make sure you add enough information
to make the entry meaningful.
4 Enter more details about the event in the description
box.
There is no limit to the amount of text you can type here, so add as much
detail as you need.
5 Click on the priority pop-up menu to choose one of
three preset priorities: high, low, or normal.
The priority you choose will color-code a dot next to the entry in your
Day-at-a-Glance window. High priority events are red, normal are yellow,
and low are green.
6 Enter how many days in advance of the event you would
like to receive an e-mail reminder. (Check with your system
manager to make sure that C&P Email is enabled.)
7 Enter the client code this calendar entry is related
to.
A client code isn't required, but it is a good way to keep track of what
needs to be done for which client.
8 Enter a status note.
The status note appears in the Day-at-a-Glance window next to the calendar
entry. It could be any important information, such as “confirmed,” “postponed,” or “tentative.” Add
anything here that is meaningful to you.
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