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Calendar and Activities > Managing Calendars and Activities

Managing Calendars and Activities

For step-by-step procedures for managing calendars and activities, see the following:

• Viewing Activities
• Creating Activities
• Updating Activities
• Removing Users From Activities
• Limiting Activity Records Displayed
• Marking Tasks as Completed
• Assigning Activities to Another Employee
• Tracking Visits (Sales Calls) to Customers
• About Event and Appointment Synchronization

  NOTE: This feature is not part of the standard edition of Oracle CRM On Demand, so it might not be available to your company.

• Adjusting Message Responses
• Scheduling Appointments with Others
• Saving Appointments as iCalendar Files
• Mass Call Planning
• Using Activity Assessment Scripts
• Setting Your Default Calendar View
• Reviewing Recommended Messaging Plans for Activities
• Creating Appointments for Multiple Accounts

If your user role includes the Share Calendar privilege, you can also perform the following procedures:

• Viewing the Calendars of Other Users
• Sharing Your Calendar
• Adding Custom Calendar Views

If your user role includes the Share Calendar privilege and your company uses the default group assignment option, you can also perform this procedure, Viewing Group Task Lists.

If your user role includes the Maps Integration privilege, then you can also perform this procedure, Performing Proximity Searches.

For step-by-step procedures that are common to many record types, see:

• Creating Records
• Updating Record Details
• Linking Records to Your Selected Record
• Working with Lists

NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.

Also, depending on the access level that you have, you might not be able to perform all procedures described in the preceding list.

Related Topics

See the following topics for related information about calendars and activities:

• About Calendars and Theme Styles
• About Calendar Work Days and Business Hours
• About Activity Reminders