Toolbar of the Activity Calendar

Use the Activity Calendar toolbar to set calendar view options, move the calendar to today's date, or print the Activity Calendar report.

Contents

Field Description
View Your calendar always displays phone calls and meetings. If you also want to see tasks on your calendar, you must select a View option. The option that you select determines the types of tasks that you see on your calendar:
  • Tasks — This displays general tasks on the Activity Calendar.
  • Pending Activities Only — This displays only pending tasks and activities on the Activity Calendar. When you select this option, tasks and activities marked "completed" no longer display on the Activity Calendar.
  • Open Calendar — This opens another user's Activity Calendar. When you select this option, Ajera CRM opens the Open Calendar dialog box.
  • Share Calendar — This allows you to select users with whom you want to share your Activity Calendar. When you select this option, Ajera CRM opens the Share Calendar dialog box.
  • My Calendar — This returns you to your Activity Calendar if you currently have another user's Activity Calendar open. This option is only enabled when you have another user's Activity Calendar open.

The Share Calendar, Open Calendar, and My Calendar options display only if your system administrator selected the Allow users to share their calendar check box on the Miscellaneous tab of General System Settings Configuration.

Print Click this option to print the Activity Calendar report.

Today Click this option to move the calendar to today's month, week, or day.
Help Click this option to view help for the Activity Calendar.