The calendar can be filtered to view each user’s activities individually or all activities combined.
To View Another User’s Calendar.
1. On the Calendar & Activities tab, select one of the Calendar Views.
The left side of the calendar screen will display all system users. Select the User names of the Calendar you would like to view.
Figure: Calendar – Calendar User Selection.
To Schedule an Activity for Another User.
Option 1: From the Main Menu
1. On the Calendar & Activities tab, in the Activities group, click Add. The Add Activities screen will appear. (Refer to To Schedule an Activity for information on how to complete this screen.)
2. To assign or schedule someone else for this activity, select the User’s name in the Assigned To field.
3. Click the Save icon to save the record.
4. When someone other than the logged in User is assigned an activity, the following message will appear.
Figure: Email Notification Message .
Refer to the Configuration Options to set this option.
5. Click Yes to email the assigned user information about the new activity; click No to disregard this message.
Option 2: From the Calendar.
1. On the Calendar & Activities tab, select one of the Calendar Views.
2. The left side of the calendar screen will display all system users. Select the User names of the person you would like to schedule for an activity.
3. When their calendar displays, type a Description of the activity in the appropriate time slot.
If you would like to access details of the activity or view the Activity screen, double-click on the calendar entry.
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