About calendar

Sage CRM has a built-in calendar where you can manage your meetings and to-do list by creating items called tasks and appointments . For more information about these items, see Difference between tasks and appointments.

In Sage CRM, appointments and tasks are also called communications, because they can capture communications related to specific entity records. When searching for appointments and tasks in Sage CRM, select Communications from the search menu. For more information, see Using Find screens.

You can use the calendar in one of the following modes:

  • My CRM mode. Allows you to work with tasks and appointments assigned to you and other Sage CRM users. To open the calendar in this mode, in the main menu, click My CRM | Calendar. When the calendar is this mode, the following icon is displayed in the top left corner:
  • Team CRM mode. Allows you to work with tasks and appointments assigned to teams. To open the calendar in this mode, in the main menu, click Team CRM | Calendar. When the calendar is in this mode, the following icon is displayed in the top left corner:

The calendar has the following elements:

Calendar element

Description

1

(current user or team)

Allows you to select the user or team whose calendar you want to view.

When the calendar is in My CRM mode, you can use the following elements:

  • Find. Allows you to search for and select the user whose calendar you want to view. Type the partial or full name of the user and click .
  • My CRM for. Choose the user whose calendar you want to view.

When the calendar is in Team CRM mode, you can use the

Team CRM for list to choose the team whose calendar you want to view.
To view tasks and appointments for all existing teams, select All Teams.
To view tasks and appointments not assigned to any team, choose
--Unassigned--.

In Team CRM mode, you can also use the Timeline view to view the events in the calendar of each team member.

To view the calendar of a user or team, you must have sufficient rights in Sage CRM. For more information, contact your system administrator.

2
(navigation buttons and selected day, week, or month)

Allow you to move between days, weeks, or months in the calendar. The way the navigation buttons work depends on the selected calendar view.

  • Today. Click to go to the current day, week, or month.
  • ◄ (back). Click to go back one day, week, or month.
  • ► (forward). Click to go forward one day, week, or month.
  • <selected day, week, or month>. Shows the day, week, or month that is displayed in the calendar. Click this element to select the day, week, or month you want to view.

3

(print button)

Prints out the current calendar view.

4

(calendar views)

Allow you to switch between the following views.

  • Day. Displays appointments for the selected day.
  • Work Week. Displays appointments for business days of the selected week.
  • Week. Displays appointments for all seven days of the selected week.
  • Month. Displays appointments for the selected month. This view is available only when the calendar is in My CRM mode.
  • Agenda. Displays appointments and scheduled tasks that have a due date set. You can use the following filters above the calendar grid:
    • Action. Filters calendar items by action type.
    • Status. Filters calendar items by status.
    • Type. Filters calendar items by type (task or appointment).
  • Tasks. Displays scheduled tasks that have a due date set. You can use the following elements above the calendar grid:
    • Action. Filters tasks by action type.
    • Status. Filters tasks by status.
    • Shows Overdue Tasks. Shows overdue tasks for the past 90 days relative to the currently selected day or week. Overdue tasks are shown in red. These are the tasks whose due date has expired and whose status is not Complete or Canceled.
    • Drop files here. Drag and drop files here to create a new files with attachments.
  • Timeline. Displays events in the calendar of each team member. This view is available only when the calendar is in Team CRM mode.

For more information, see Viewing tasks and Viewing appointments.

5

(filters)

Allow you to filter appointments and tasks in the current calendar view.

  • Action. Displays items that have the selected action, such as Demo, Meeting, Vacation.
  • Status. Displays items that have the selected status, such as
    Cancelled, Complete, In Progress, Pending.
  • Type. Displays appointments, tasks, or both. This filter is available on the Agenda view only.

6

(calendar grid)

Displays appointments, tasks, or both, depending on the selected calendar view and configured filter settings. The red line indicates the current time of day.

7

(day view)

Allows you to switch between:

  • Full day. Shows appointments scheduled for all 24 hours of the selected day or week.
  • Business hours. Shows appointments scheduled for the business hours of the selected day or week.

For more information on how to set your business hours in the calendar, see Setting calendar preferences.

8

(help button)

Opens the calendar help.
When you are in the Work Week, Week , or Month view, you can click an appointment to view its detailed summary without leaving the current calendar view.