1. NetSuite Basics
  2. Working with Your Calendar and Activities
  3. Using Your Calendar
  4. Setting Calendar Preferences

Setting Calendar Preferences

Before you start working with your Activities page, you must set preferences for how you want to use your calendar. These preferences determine the following about your calendar:

Before you set your calendar preferences, set the time zone to make sure your calendar reflects the time zone in which you work. For more information, see Setting Your Calendar Time Zone.

To set your calendar preferences:

  1. Click the Activities tab.

  2. In the page header, click Calendar Preferences to view the Personal Calendar Setup page.

  3. In the Title field, enter a name for your calendar.

    Only you can see this title. If you give others access to your calendar, they see your name when viewing your availability.

  4. Use the Sharing field to set preferences for access to your calendar. Note that you can choose a different Event Access setting on individual event records.

    • Public – This gives everyone in your company access to your calendar.

    • Private – This restricts everyone in your company from seeing your calendar.

    • Defined Below – This lets you select who can view and schedule appointments on your calendar using the Calendar Access subtab. For details, see Calendar Access.

  5. If you choose Defined Below in the Sharing field, click the Calendar Access subtab to select the people you want to give access to your calendar.

  6. Click Preferences to choose a default view for your calendar, set your time preferences, and enable sharing with iCal-compatible devices and applications. For details, see Preferences.

  7. After you've set all your preferences, click Save.

Calendar Access

Use the Calendar Access subtab to define how your events appear when others in your NetSuite account view your calendar.

  1. In the Grant Access to column, select who should have access to your calendar. Only NetSuite users with login access to your account appear in this list.

  2. In the Access Level column, choose one of the following access levels:

    • View – This person can see events you mark public and busy times for events you mark as busy.

    • Edit – This person can see, change and remove events you mark public and see busy times for events you mark as busy. They can't delete events from your calendar.

    • Full – This person has view and edit access to public events on your calendar, can delete events from your calendar and also accept events on your behalf.

    • To grant access to your private events, check the Can Access Private Events box for the selected NetSuite user.

  3. Click Add.

    Note:

    Administrators can view, edit, or delete any task, event, or call, even if it's not assigned to them and regardless of the event access settings.

Preferences

The options on the Preferences subtab determine how the calendar looks when you're logged in to NetSuite. You can choose a daily, weekly, or monthly view and set a start and end time for your calendar day.

  1. In the Default View field, choose to display your calendar in a daily, weekly, or monthly format.

    You can always change the view by clicking Day, Week or Month in the calendar.

  2. In the Daily section, in the Start Time field, select the time your calendar day begins.

  3. In the End Time field, select the time your calendar day ends.

    These can be the start and end of the work day.

  4. In the Time Increments field, select how you want to display time on your calendar's daily view.

  5. Under Calendar Sharing, check the Public Calendar box if you want to share your public calendar with iCal-compatible devices and applications.

    Checking this box generates a URL that you can use to view all public events on your NetSuite calendar.

  6. Check the Private Calendar box if you want to share all of your calendar events (including private events and those shown as busy) with iCal-compatible devices and applications.

    Checking this box generates a URL that you can use to view all private and public events on your NetSuite calendar.

    Note:

    These options only let you view calendar events in an iCal application. You can't update or edit NetSuite events from other devices. This works on iOS devices with version 7.1.0 or later. For more information, see Sharing Your Calendar with iCal-Compatible Devices and Applications.

Now you can start using your calendar. When you or others go to your calendar, your calendar appears as you set it on the Preferences subtab.

Additional setup preferences are available for each calendar portlet. For details, see Calendar Portlets.

Additional Information

Related Topics

General Notices