Activities Calendar

The Activities Calendar screen is used to track all your marketing, sales, industry events, client visits and project related events. The calendar can also be filtered to show all activities, user's activities or just your marketing and sales activities by Activity Code checklist. You can switch between months either by using the Previous/Next buttons or by selecting a select a date in the date picker. (See Figure 1 below)

Figure 1

By clicking on an existing activity, you open up the activity window for editing. The Activity Details tab shows you all the general information about the activity, including type of activity, date, time, location, description of the activity. (See Figure 2 below)

Figure 2

The Contacts tab allows you to define the people invited to the activity. (See Figure 3 below)

Figure 3

The Notes tab allows you to define notes for the activity. (See Figure 4 below)

Figure 4

 The Attachments tab allows you to define attachments for the activity. (See Figure 5 below)

Figure 5

The Resources tab allows you to define resources for the activity. (See Figure 6 below)

Figure 6

The Handouts tab allows you to define handouts for the activity. (See Figure 7 below)

Figure 7

The Email tab allows you to set different email reminders for the activity. (See Figure 8 below)

Figure 8

You can also click on the Report button and get a hard copy of all the activity information.