Sugar Community Edition User Guide Version 5.0

Calendar Module

Use the Calendar module to view and to create activities such as appointments, calls, meetings, and tasks.

To view your calendar by day, week, month or year, click the appropriate button at the top left of the main screen. In each format, any planned activities with associated dates are displayed – such as Calls, Meetings, Tasks, Notes and Emails. Icons are used to indicate the type of activity: for a call, for a task, and for a meeting. You can click any activity on your calendar to edit the information.

You can move backwards and forwards in the calendar- by one day, week, month or year. In the week, month or year format, you can click on any date to view it in day format.

In the Calendar Options sub-panel of your My Account page, you can create a Publish Key to allow users of other applications such as Microsoft Outlook to view your calendar. For more information, see “To set or edit your profile and preferences” on page 5.

The Shortcuts menu of the Calendar Home page displays the following options that are part of the Activities module:

Schedule Call. Click this option to schedule a call as described in “To schedule a call or a meeting” on page 38.

Schedule Meeting. Click this option to schedule a meeting as described in “To schedule a call or a meeting” on page 38.

Create Task. Click this option to create a task as described in “To create a task” on page 41.

Calls. Click this option to view and manage calls as described in “To manage activities” on page 40.

Meetings. Click this option to view and manage meetings as described in “To manage activities” on page 40.

Tasks. Click this option to view and manage tasks as described in “To manage tasks” on page 42.

For any scheduled call or meeting you can create a related note or attachment. For example, you can add a note summarizing the outcome of a call or a meeting.

You can also perform other activities related to a call or a meeting, such as creating a task and archiving emails. For more information, see “Activities Module” on page 37.

In Day format, the calendar lists the hours of the day vertically. A list of existing tasks displays on the right side of the main calendar body. To view the details of a task, click its subject title.

Click on a specific time to schedule a call or a meeting at that time.

When you save the information, the system displays the detail page where you can view and manage related information such as contacts and notes.

Creating Appointments

On the Calendar home page, you can use the Create Appointment form to quickly schedule a call or a meeting. This form only displays the required fields. You can add information for fields after you save the form.

Alternatively, you can use the Schedule Call and Schedule Meeting options in the shortcut section as described in “To schedule a call or a meeting” on page 38.

To create an appointment

1.	In the Create Appointment form, select Schedule Call or Schedule Meeting.

2.	Enter the subject of the call or meeting.

3.	Click the Calendar icon and select the scheduled date; enter the time in the Start Time field below.

4.	Click Save.

The Calls detail page or the Meeting detail page displays the information that you entered.

5.	To add or change information, click Edit. For more information, see “To manage activities” on page 40.