Setting Calendar Preferences

Before you begin 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:

Prior to setting 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 this calendar.

    You are the only person who 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 enables you to 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 names of people you want to have 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 have set all of 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. Note that 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 busy.

    • Edit – This person can see, change and remove events you mark public and see busy times for events you mark busy. They cannot delete events on your calendar.

    • Full – This person has view and edit access to public events on your calendar. Those with Full access can delete events on 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 are able to view or edit, including delete, any task, event or call, even if it is not assigned to them and regardless of the event access settings.

Preferences

The options on the Preferences subtab determine how the calendar displays when you are logged in to NetSuite. You can choose a daily, weekly, or monthly view, and designate 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 on the calendar 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 enable you to view calendar events in an iCal application. You cannot update or edit NetSuite events from other devices. This is supported on iOS devices using iOS version 7.1.0 or later. For more information, see Sharing Your Calendar with iCal-Compatible Devices and Applications.

Now you can begin using your calendar. When you or others go to your calendar, your calendar appears according to your settings on the Preferences subtab.

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

Related Topics

Using Your Calendar
Setting Your Calendar Time Zone
Sharing Your Calendar with iCal-Compatible Devices and Applications
Navigating Your Calendar
Synchronizing Your Calendar
Personal Preferences for Activities
Calendar Portlets

General Notices