Use the Daily tab to review your activities for the current day, a previous day, or any day in the future, or to schedule or modify activities. The calendar shows scheduled tasks and activities for which you are the owner or an attendee.
Contents
| Field | Description |
|---|
| Employee's Name and Date
|
The Activity Calendar displays your name and the current date or the date of the selected activity.
|
| Monthly Calendar
|
When you open the Daily tab, today's date is outlined on the monthly calendar in the left pane. Click a different day in this calendar to display that day on the right side of the Daily tab.
To change the month, click the arrows:
- Click
 to display the previous month.
- Click
 to display the next month.
|
| Show Legend/Hide Legend
|
This option works as a toggle. Click
Show Legend to display the color-coding scheme for the activities on the calendar. Click
Hide Legend to close the color-coding scheme.
The activities on your Activity Calendar are color-coded. When you schedule an activity, you can classify the time spent on the activity in one of the following ways:
Free,
Busy,
Tentative, or
Out of the Office. When
Ajera CRM adds the activity to your calendar, the activity is shaded accordingly.
|
| Selected Day Label
|
The day that is currently selected displays to the right of the monthly calendar.
|
| Modify the Calendar View
|
Use the two fields to the right of the selected day label to modify your calendar view. Select one of the following options from the drop-down list:
-
Month of — This displays a specific month on the Monthly tab.
-
Day of — This displays a specific day on the Daily tab.
-
Week of — This displays a specific week on the Weekly tab.
-
Today — This displays today on the Daily tab.
After you select
Month of,
Day of, or
Week of, enter a date in the date field to the right of this field and click
Go. The appropriate tab opens and displays your calendar schedule for the selected date.
When you select
Today, the Daily tab opens and displays today's schedule.
|
 Delete Activities
|
To delete an activity, click the activity on the calendar, then click this option. You can delete only those activities for which you are the designated owner.
|
| Daily Calendar Times
|
On the right side of the Daily tab, the daily calendar displays your calendar for a single day (6:00 AM through 7:00 PM). If you have an activity scheduled, the name and time of the activity display in the appropriate time slot on the calendar.
Only meetings, phone calls, and tasks display on the Activity Calendar. Tasks do not include a time and they display only if you click
on the Activity Calendar toolbar. Other activity types, such as email and merge activities, do not display on the Activity Calendar.
- Click an activity name to open the Activity dialog box and view the activity details. If you are the designated owner, you can also use the Activity dialog box to modify the activity details.
- Double-click a time slot on the daily calendar to schedule a new activity to begin at the time selected.
- Click an activity in the daily calendar to select it, and then click
Delete Activities to delete the activity from your calendar. You can delete only those activities for which you are the designated owner.
If you have an all day activity, that activity displays as the first activity for the day. Instead of a start and end time, the activity time shows
All Day.
|
