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Siebel CRM Fundamentals
Siebel Innovation Pack 2014
E24770-01
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Customizing Aspects of the Calendar

To better suit your needs, you can customize aspects of your calendar from the Calendar tab in the User Preferences screen. For information on using the calendar, see Chapter 12, "Using the Calendar" This topic contains the following information:

Changing the Length of the Calendar Day

The Daily view in your calendar shows your default work day, but it might not reflect the hours you are actually at work. You can change the length of the calendar day from the User Preferences screen.

To change the length of the calendar day

  1. From the application-level menu, choose Tools, then User Preferences.

    The User Preferences screen appears.

  2. On the link bar, click Calendar.

    The Calendar form appears.

  3. Enter the desired calendar start time in the Working Hours Start At field.

  4. Enter the desired calendar end time in the Working Hours End At field.

Setting Up Default Calendar Activity Durations

Each activity you schedule on your calendar has a default duration. You can determine the default from the User Preferences screen.

To set up a default calendar activity duration

  1. From the application-level menu, choose Tools, then User Preferences.

    The User Preferences screen appears.

  2. On the link bar, click Calendar.

    The Calendar form appears.

  3. Select the desired activity length from the Appointment Duration drop-down list.

Turning On Alarms for All Calendar Activities

Alarms notify users of upcoming activities. You can specify that an alarm will be triggered for every calendar activity you create.

To turn on default alarms for all calendar activities

  1. From the application-level menu, choose Tools, then User Preferences.

    The User Preferences screen appears.

  2. On the link bar, click Calendar.

    The Calendar form appears.

  3. Select the Default Alarm check box.


Note:

Clear the Default Alarm check box to turn off alarms for all activities. This will affect only activities you create after you clear the Default Alarm check box.

Setting Up Default Alarm Lead Times

From the Calendar tab in the User Preferences screen, you can specify the time at which alarm notification takes place.

For information about alarm preferences, see the topic on system preferences in Siebel Applications Administration Guide.

To set the time when alarms appear

  1. From the application-level menu, choose Tools, then User Preferences.

    The User Preferences screen appears.

  2. On the link bar, click Calendar.

    The Calendar form appears.

  3. In the Alarm Lead Time drop-down list, select a time between 5 and 120 minutes.

    This is the time that all alarms will be triggered before an appointment or reminder.

Setting Up Default Alarm Snooze Times

You can set up one snooze time for all your alarms from the Calendar tab in the User Preferences screen.

To set up a default snooze time for all alarms

  1. From the application-level menu, choose Tools, then User Preferences.

    The User Preferences screen appears.

  2. On the link bar, click Calendar.

    The Calendar screen appears.

  3. From the Snooze Period drop-down list, select a time between 15 and 120 minutes.

    This is the length of time that alarms will wait before triggering a second time after postpone them.

Setting Up Meeting Email Notification Prompts

You might want to be prompted by the application to send email messages to meeting participants when you create a new appointment or modify an existing one.

To set up a participant email prompt

  1. From the application-level menu, choose Tools, then User Preferences.

    The User Preferences screen appears.

  2. On the link bar, click Calendar.

    The Calendar form appears.

  3. Select the empty Participant Email Prompt check box.

Setting Up Default Calendar Views

You can set up a default calendar view to appear every time you access the Calendar screen. For example, if you use the monthly calendar all the time, it will be helpful for you to have the monthly calendar set up as the default calendar view.

To set up a default calendar view

  1. From the application-level menu, choose Tools, then User Preferences.

    The User Preferences screen appears.

  2. On the link bar, click Calendar.

    The Calendar form appears.

  3. From the Default Calendar drop-down list, choose Daily, Weekly, or Monthly.

  4. If you selected Weekly as the Default Calendar, choose 5 Day Weekly or 7 Day Weekly from the Weekly Calendar View drop-down list to define the default weekly calendar view.

Setting Up Another User's Calendar as Your Default Calendar

If you spend much of your time accessing another user's calendar, you might want to set up that user's calendar as your default calendar.

To set up another user's calendar as your default

  1. From the application-level menu, choose Tools, then User Preferences.

    The User Preferences screen appears.

  2. On the link bar, click Calendar.

    The Calendar screen appears.

  3. Click the Default User select button.

    The Pick Default User dialog box appears.

  4. Select the appropriate user.

  5. Click OK.

    That user's login appears in the Default User field and that user's calendar will appear as your default calendar in the Calendar screen.

Setting Up Default Participant Availability Subviews

In the Gantt chart in the Participant Availability subview, you can choose to display only your working hours or all 24 hours of the day.

To set up a default participant chart display

  1. From the application-level menu, choose Tools, then User Preferences.

    The User Preferences screen appears.

  2. On the link bar, click Calendar.

    The Calendar screen appears.

  3. Choose Working Hours or 24 Hours from the Participant Chart Display drop-down list.