Add Calendar Event

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Add Calendar Event

To add a new event to the calendar, proceed as follows:

  1. Select Calendar from the Main Menu.
  2. Click the Add Event Quick Access button in the Action Bar. The following selection screen is displayed.

  1. Select one of: 1) Phone Call, 2) Task, or 3) Meeting.
  2. The scheduling screens for the three events are largely identical. The Task scheduling screen is shown below.

  1. On this screen add 1) Title, 2) Status, 3) Priority, 5) Description and other relevant fields.
  2. Click inside the Deadline text field to display a calendar on which you can set a deadline date.
  3. On the right-hand side of the Deadline file, set the time for a deadline.
  4. In the Customer text field, start typing the name of existing contacts or companies and the field will auto-fill.