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Siebel CRM Fundamentals Guide
Siebel Innovation Pack 2016
E52425-01
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Adding Activities to the Calendar

You can add activities to any time slot in the calendar. You can designate the time for your work hours in your user preferences. For more information, see "Setting the Length of a Workday".

To add an activity to the calendar  

  1. Navigate to the Calendar screen.

  2. (Optional) Navigate to a date in the calendar.

    If you complete this step, then the value in the Start field of the Calendar Detail form includes the date to which you navigate. The Calendar Detail form appears when you complete the next step. For information about navigating to a date in the calendar, see "About Calendar Formats".

  3. In the daily, weekly, or monthly calendar format, click plus (+) icon.

    The Calendar Detail form appears.

  4. Complete the fields.

  5. Click Save This One.

    The activity appears in your calendar and in the Activities screen.

Entering Activities Directly in the Calendar

In the daily and weekly calendar format, you can enter an activity directly in the calendar.

To enter an activity directly in the calendar  

  1. Navigate to the Calendar screen.

  2. In the daily or weekly calendar format, click the time slot for which you want to create the activity.

    If you want to create an activity that spans multiple time slots, then click the first time slot, and without lifting the mouse button, drag and drop the activity to the last time slot.

  3. In the New Event dialog box, enter a description, and click OK.

    The activity appears in your calendar and in the Activities screen.