Siebel CRM Fundamentals Siebel Innovation Pack 2015 E24770-01 |
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As in every Siebel product, the availability of certain features is determined by the configuration of your Siebel application; therefore, the views you see can differ from those described in this discussion of the calendar.
Figure 12-1, "Calendar Screen" shows an example of the Calendar screen. The Calendar has three views:
Daily. Use the Daily view to see your activities that are scheduled for the selected day.
Weekly. Use the Weekly view to see your activities that are scheduled for the selected week. You can switch between a 5 Day Weekly view and a 7 Day Weekly view from the User Preferences screen. For details, see "Setting Up Default Calendar Views".
Monthly. Use the Monthly view to see your activities that are scheduled for the selected month. In the Monthly view you can place your cursor over a day to see a full list of the day's activities.
The Calendar screen also displays a To Do list. Activities appear in your To Do list if you specify them as To Do activities. You can view your uncompleted To Do's in this list. The To Do list is part of the Calendar views, so if you have access to the Calendar views, you have access to the To Do list.
An arrow at the top or bottom of the calendar, highlighted in Figure 12-1, indicates that an appointment occurs before or after the times shown. Use the scroll bar to see the appointment.