Tutorial 7

Using the Calendar in Sage SalesLogix

The SalesLogix Calendar displays both open and completed activities and events. If you have the correct access rights, you can view the calendars and activities of other SalesLogix users.

You can view schedules by the day, week, month, or year. When using Sage SalesLogix over the Web, you can view your schedule by the day, week, or month. Each scheduled activity has a symbol before it to represent the type of activity such as phone call, meeting, to-do, or personal appointment.

Our scenario:

You want to check your calendar to see if you have time available to meet with Ed Martinez before you both meet with Tom Dale and Joan Smith.

To view the Calendar

1. On the Navigation Bar, click Calendar.
2. Click the Day, Week, Month, or Year tab.

• Day View - Displays a timeline for the day, a calendar displaying the current month with the selected day, and timeless activities and events listed below the calendar grid.
• Week View - Displays a grid with a column for each day in the selected week. Scheduled activities display in the timeline, timeless activities display below the timeline, and scheduled events display above the timeline.
• Month View - Displays a calendar and lists the scheduled activities and events for the selected date.
• Year View - Displays a 12-month calendar with the current date displayed in red. Days with scheduled activities are underlined. For any selected date, a list of scheduled activities and events displays on the right of the view.

3. To customize the types of activities you see in the calendar, right-click the Activities grid, and on the shortcut menu, point to Show, and then select the type of activity you want to appear in the calendar.
   To display more information, move the mouse over the activity.
4. If you have access to view another user’s calendar:
1. Click the User button (your name) in the top right corner.
2. In the Select Users to View dialog box, add or remove users as necessary.
3. Click OK.
   All users display in the calendar with color-coded activities and events.
5. Use the File menu, Print Calendar Reports option to print your calendar.

Note: If your company uses Advanced Outlook Integration, you can view your Outlook calendar in SalesLogix instead of the SalesLogix calendar. To select this option, on the Tools menu, click Options, Calendar tab. In the Show this calendar area, select Outlook.

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