Using the Calendar Details Button

About this task

A Calendar Details button is available for Activities in your Web application provided that the Display In field for the selected activity is set to Calendar and Activity. Clicking Calendar Details opens the calendar detail form where you can perform a lot of the same tasks that you can perform from the Calendar screen.

To use the Calendar Details button

Procedure

  1. Log in to your application and navigate to one of the following views:
    • Navigate to the Activities screen, drill down on an activity record, and then go to the More Info subview.
    • Navigate to the Accounts screen, drill down on an account record, go to the Activities subview and then select an activity record.
  2. Click the Calendar Details button to open the calendar detail form for the selected activity.
    If you cannot click the Calendar Details button, then the button is disabled for the activity. To enable the Calendar Details button for an activity, set the Display In field for the activity to Calendar and Activity. If there is no Calendar Details button at all in the applet, then the button has not been configured for that applet.
  3. Perform one or more of the following tasks as required:
    • To create a recurring calendar activity, complete the following fields and then click Save This One: Alarm (Optional), Repeat Type, End By. For more information about these fields, see Creating Recurring Calendar Activities.
    • To change a recurring activity to a nonrecurring activity, choose Non-Repeating from the drop-down list for the Repeat Type field and then click Save All.
    • To delete a recurring calendar activity, click Delete This One or Delete All. For more information, see Deleting Recurring Calendar Activities.
    • To change the calendar activity, make the necessary changes and then click Save This One or Save All. For more information, see Changing Activities.
    • To reschedule the calendar activity, change the value in the Start and End fields as required.
    • To add participants to the activity, do one or more of the following as required:

      • Click Add Contact, select one or more contact records, and then click OK.

      • Click Add Employee, select one or more employee records, and then click OK

      • Click Add Resource, select one or more resources, and then click OK.

    • To remove participants from the calendar activity, select the participant and then click Delete (the trash can icon).
    • To activate an alarm for the calendar activity, select the Alarm check box, select a value from the drop-down list for the Alarm Lead field (optional), and then click Save This One. For more information, see Activating Alarms.