Understanding the Calendar

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A calendar displayed on the left-hand side, by default, enables you to view a quick summary of the scheduled tasks for the selected month, as shown in Figure 1. You can view the scheduled actions for each day represented as icons in the calendar. For more details, refer to Viewing Scheduled Actions in the Calendar.

 

my_homepage_calender

Figure 1 My Home Page Calendar

You can view the calendar offline using the following procedure:

Clicking the Subscribe to Web Calendar link below the calendar.
Connecting to the internet and refreshing your calendar to download your latest home page calendar items.

Note: Ensure you have a desktop calendar application that supports the vCalendar protocol. Two well-known calendar applications are Mozilla Sunbird and Apple iCal.

Viewing the Calendar

You can choose a weekly or a daily view of the calendar. You can view the current date by selecting Today at the top of the calendar, as shown in Figure 1. Selecting Today displays all scheduled activities pertaining to the current date. You can view the scheduled actions of a particular week by clicking the icon on the left side of the corresponding week, as shown in Figure 1. Clicking Back to Next 7 Days View displays the current week.

Use the drop-down lists at the top of the calendar to change the month and year. ConcourseSuite remembers your calendar view settings for the duration of your current login session. It reverts to the Next 7 Days View at the next login.

Viewing Scheduled Actions in the Calendar

The Scheduled Actions section is displayed to the right of the calendar, as shown in Figure 2. Scheduled actions include the following information:

Pending Items - represented as a yellow triangle
Completed Activities - represented as a blue square with a cell phone in it
Opportunities - represented as a dollar sign
Holidays - represented as a yellow star
Accounts - represented as a black folder
Assignments - represented as a grey square

Clicking a date in the calendar displays the scheduled actions for that specific day.

 

scheduled_action

Figure 2 Scheduled Tasks

The Scheduled Actions section lists the scheduled activities. The scheduled activities are organized based on the scheduled calendar date and the type of the activity, such as Incomplete Tasks, Completed Activities, and Holidays. Clicking action_icon enables you to manage actions. When you click action_icon, a context menu is displayed.

The following tasks are available on the context menu:

View Details
Modify Activity
View Contact Details
View Contact History
Go to Contact

Note: To return to the calendar from another area, click the Welcome sub-tab.