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Creating a General and Specialized Activity in the Calendar

The views in the Calendar screen provide visual representations of a user's scheduled activities, or appointments; that is, activities with a start time. For instance, in the Daily view, users can see a particular day's agenda, their unscheduled activities, or a to-do list. To appear in the Calendar views, all activities must have a start time.

Users who work as part of a team find it useful to share access to their calendar.

This task is a step in Process of Planning Calls.

Creating General Activities in the Calendar View

To create a general activity in the Calendar view and to grant others access to your calendar, then follow the procedures for adding an activity to the calendar and granting access to your calendar in Siebel Fundamentals for Siebel Open UI.

Creating Specialized Activities in the Calendar View

The following procedure shows you how to create specialized activities in the calendar view.

To create specialized activities in the Calendar view

1. Navigate to the Activities screen, then the Activity List view.
2. Do one of the following:
   • Click New Contact Call to schedule a call to a contact.
   • Click New Acct Call to schedule a call to an account.
   • Click New Meeting to schedule a meeting and to list activities, meeting speakers and invitees.