Siebel CRM Fundamentals Siebel Innovation Pack 2014 E24770-01 |
|
![]() Previous |
![]() Next |
View PDF |
You can add an activity to the calendar from the daily, weekly, or monthly view.
To add an activity to the calendar
Navigate to the Calendar screen.
In the Daily, Weekly, or Monthly view, click New.
If you are in the Weekly or Monthly view, you can first highlight a day by clicking on that day. Then, when you click New, the start time will default to the date that you highlighted.
The Calendar Detail form appears.
Complete the fields.
Click Save This One.
The activity appears in your calendar as long as it has a start time. It also appears in your Activities screen.
You can type an activity directly in the calendar.
To type an activity directly in the calendar
Navigate to the Daily or 5 Day Weekly calendar view.
Do one of the following:
In the Daily view, click the area of the calendar where you want to create the activity.
In the 5 Day Weekly view, click the day and time where you want to create the activity.
Type a description.
Click away from the text you typed to create the activity.