Vedatrak Online Help

Calendar

The Calendar module helps users plan events, meetings and tasks with the ability to link work to a database contact. Calendar supports team interaction by allowing users to view, comment on and assign each other's appointments. Calendar provides e-mail notifications, multiple calendar views, an expired appointments view and more.

Features

The Calendar module includes the following features:

• Multi-user Environment
  Users are able to assign tasks and appointments to other team members and themselves.

• Single or Recurring Appointments
  Appointments can be scheduled singly or with daily, weekly, monthly or yearly recurrences.

• Alternative Calendar Views
  Each team member can view schedules in daily, weekly and monthly overviews with corresponding levels of detail, each with an option for a quick view of any single day.

• Appointment Categories
  Standard Task, Event and Meeting categories help make sense of different appointments.

• Expired Appointments Quick View
  A quick view of expired appointments in red text helps prevent tasks from being overlooked.

• E-Mail Notification System
  Users can elect to receive e-mail notifications to track newly assigned appointments and progress on existing appointments.

• Linked Tasks
  A variety of database objects can be linked to tasks. A sales rep can assign a task for an assistant to send a newly created fax, for instance.

Calendar Contents

• Calendar Day View
• Calendar Week View
• Calendar Month View
• Creating New Appointments
• Viewing and Editing Appointments
• Creating Subtasks
• Deleting Appointments
• Completing Appointments
• Calendar Preferences