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Calendar and Activities > Working with the Calendar Pages
Working with the Calendar Pages
The Calendar pages provide the main area for managing activities. The default page is the Daily Calendar page, which contains a Daily Calendar section, a Calendar View section, a section that displays the Open Tasks list, and a Planned Calls section.
To see the Planned Calls section on the Calendar page, your user role must include the Calls: Calendar Planned Calls privilege. The Planned Calls section lists up to two weeks of planned calls for the sales representative in chronological order and displays the following information for each planned call: call date and start time, time of day, subject, contact to be visited, and other contact address information. The two week range for the listed planned calls includes the planned calls for the previous week and the planned calls for the upcoming week.
The color coding that is used in the Planned Calls section on the Calendar pages is determined by the theme that you use, as follows:
- Overdue planned calls with a start date that is in the past appear in the color that your administrator selects for the alert text in the theme.
- Upcoming planned calls with a start date that is in the future appear in the color that your administrator selects for the page links in the theme.
For more information about creating a planned call, see Tracking Visits (Sales Calls) to Customers, Dropping Samples During a Sales Call, and Mass Call Planning.
You can:
- Select the calendar view that you want to display each time that you click the Calendar tab.
- Select the activity list that you want to display in the daily and weekly views of your own calendar and the individual calendars of other users who share their calendar with you (the daily and weekly user calendar views).
- Specify which day is shown as the first day of the week in your calendar.
- Specify a set of work days and business hours that are different from the default work days and business hours for your company.
- Choose to display additional information in the appointments in your calendar views.
For information about setting up these calendar options, see Setting Your Default Calendar View.
NOTE: If your role includes the Share Calendar privilege, your Calendar pages might provide additional functionality than that listed on the default page. For more information on additional functionality, see Calendar Settings Page.
The following table describes what you can do from the daily and weekly user calendar views.
To do this
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Follow these steps
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Create a task
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Click New in the title bar of the activity list section. On the Task Edit page, enter the task information and save the record.
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Delete a task
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Click the link for the task that you want to delete. On the Task Detail page, click Delete.
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Create an appointment
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Click New Appointment in the Calendar title bar. On the Appointment Edit page, enter the appointment information and save the record.
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Delete an appointment
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Click the link for the appointment that you want to delete. On the Appointment Detail page, click Delete.
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Go to a specific day
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Click the day link in the Calendar View section. Alternatively, you can click the 1 icon above the appointments and then use the arrows in the heading of the Daily Calendar section to scroll to the day that you want to view.
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Go to a specific month
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Click the arrows in the Calendar View section. Alternatively, you can click the 31 icon above the appointments and then use the links or arrows in the heading of the monthly calendar view to go to the month that you want to view.
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Hide the Calendar View and activity list sections
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Click the right-arrow icon that appears above the Calendar title bar. When the Calendar View and activity list sections are hidden, the calendar area expands to provide more space for displaying details of the appointments in the calendar. This feature is useful if you want to print the calendar page (using the Printer Friendly link) and you do not want the Calendar View and activity list sections to appear on the printed page. To show the Calendar View and activity list sections again, click the left-arrow icon.
After you hide the Calendar View and activity list sections, they remain hidden until you show them again, or until you sign out of Oracle CRM On Demand and then sign in again.
The Calendar View and activity list sections are available in the daily and weekly user calendar views only.
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Mark a task as completed
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In the activity list section, click the Show Full List link to open the Activities List page. If a list of open tasks is not displayed by default when the Activities List page opens, then select the list of tasks that you want from the drop-down list of lists. In the task list, click the Subject link for the task you want to mark as completed. On the Task Detail page, click Mark as Completed.
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Page through the Calendar day by day
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Click the arrows in the Daily Calendar section.
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Reschedule an appointment by dragging and dropping it
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Drag the appointment and drop it in a different time slot or day. For more information, see About Dragging and Dropping Appointments in the Calendar.
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Update an activity
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Click the link for the activity (appointment, task, or planned call) that you want to update. On the Appointment Detail, Task Detail, or Call Detail page, edit the fields inline or click Edit to open the Appointment, Task, or Call Edit page. For more information on updating records, see Updating Record Details.
TIP: If you use a modern theme, then you can right-click an appointment in the daily, weekly, or monthly calendar view, and then click Edit to update the appointment.
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View a list of appointments, tasks (open, closed, or all), activities, or planned calls
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In the activity list section, click the Show Full List link. On the Activities List page, click the drop-down list and change the selection.
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View the day’s appointments
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Click the 1 icon in the Calendar.
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View the details of an activity
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Click the link for the activity (appointment, task, or planned call) that you want to view.
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View the entire month’s appointments
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Click the 31 icon in the Calendar.
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View the entire week’s appointments
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Click the 7 icon in the Calendar.
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Related Topics
See the following topics for related information:
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