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Adding a Reference Activity to the Calendar

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The Calendar view details all reference activities associated with the account. In the calendar, you can view, by month, the number of reference activities associated with the account. This view allows you to manage the number of initiatives for the account and determine if the customer is being contacted too often.

To add a calendar item for a reference

Navigate to the References screen, and in the References list, select the account associated with the appointment.
Click the Calendar view tab.

The reference form appears with the calendar.

In the Calendar view, click New.
In the Calendar Detail form, complete the necessary fields, and then click Save This One.

NOTE:  Only these Activity Types appear in the Reference Calendar: Reference - Call, Reference - Testimonial, Reference - Visit .

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