Getting Started with Siebel Offline Client for Life Sciences > Navigating the User Interface > Sales Application Home Page >

Calendar Section

You can view a daily calendar of scheduled calls or appointments in the calendar section that appears in the lower-right side of the home page. An appointment is an Activity with Type set to Appointment.

From the calendar, you can do the following:

• See additional times by using the scroll bar to the right of the calendar.
• Change the calendar to an earlier or later date using the right and left arrows at the top of the calendar, or click the date and use the calendar date selector.
• Change to a daily, weekly, or monthly calendar view by clicking Day, Week, or Month.
• Move scheduled calls or appointments to different times and days in the calendar by dragging and dropping the call entries to the time and date that you want. You can change the duration of an appointment by increasing or decreasing the height of the entry in the calendar to change the start and end time.

  NOTE:  Calls that are signed or submitted cannot be moved, and duration is read-only.

• Minimize the calendar by clicking Minimize in the upper-right corner of the calendar section.

Calendar Week View

In the calendar, you can click Week to see the scheduled calls in a five-day week view, starting on Monday. The time is on the vertical axis.

The date on the horizontal axis displays the date for the first day of the week. The calendar displays time from 8:00 A.M. to 5:00 P.M. in hourly increments, by default.

You can do the following from the calendar week view:

• Change the week displayed to the next or previous week by clicking the right or left arrows next to the date. The calendar moves to the same day of the week for the next or previous week.
• Change the week displayed to a future week by using a date selector that appears when you click the date.
• View completed or scheduled calls on the calendar entries for the week. In the entries, the icons are displayed as follows:
  • A check mark indicates a completed call.
  • A clock indicates scheduled call.
  • A pen indicates a call with a signature.
• Move scheduled calls to different times and days in the calendar by dragging and dropping the calls to the time and date that you want. You cannot move completed calls and calls with signatures.
• Display a Call Detail page by double-clicking the calendar entry.

Calendar Month View

In the calendar, you can click Month to view the scheduled calls in a monthly view.

You can do the following from the calendar month view:

• Change the month displayed to the next or previous month by clicking the right or left arrows next to the date. The calendar moves to same date for the next or previous month.
• Change the month displayed to a future month by using a date selector that appears when you click the date, and then select the month and day.
• View completed or scheduled calls on the calendar entries for the month:
  • Entries with a check mark icon indicate completed calls.
  • Entries with a clock icon indicate scheduled calls.
• Move scheduled calls to different times and days in the calendar by dragging and dropping the calls to the time and date that you want. You cannot move completed calls and calls with signatures.
• Display a Call Detail page by double-clicking the calendar entry.