Activity Calendar Overview

The Activity Calendar provides a snapshot of your phone calls, meetings, and tasks for a given month, week, or day. Use the Activity Calendar to review, schedule, modify, and delete activities.

The Activity Calendar, Activity Manager, Info Center, and Dashboard applications share activity data. This means that when you add, modify, or delete activity information in the Activity Calendar, your modifications are immediately available in the other three applications.

Keep the following guidelines in mind:

  • The Activity Calendar displays only phone calls, meetings, and tasks. To view other activities, you must use the Activity Manager, Info Center or Dashboard.
  • Tasks do not include a time and they display only if you select View > Tasks from the Activity Calendar toolbar.
  • Project Planning tasks display only on the Activity Calendar. They do not display in the Activity Manager, in the Info Centers, or on the Dashboard.
  • You cannot use the Activity Calendar to copy an activity. To copy an activity, you must use the Activity Manager or the Info Center.

When you delete an activity from the Activity Calendar, the activity is deleted from your database and from the following places:

  • The Activity Calendar, for each employee included on the attendee list.
  • The Activity Manager, for all employees.
  • The Activities grid in the Employee Info Center record, for each employee included on the attendee list.
  • The Activities grid of the associated Info Center records.
  • The Dashboard, for each employee included on the attendee list.