Appointment and task management(Calendar)
Topics in overview:
Address import and export
|Selection - a central contact management tool
Customer loyalty by means of communication
Email and letter templates
Appointment and task management
WebConnector: website connectivity
All the calendar functions of the WBS are available in the Task manager. Tasks can be split up across different calendars and can thus be sorted according to topics. The various calendars can be set up in the Settings. Different calendar views provide an overview of the various events in your WBS calendar.
On this page:
(CRM - appointment and task management - calendar)
a) This can be used to return to the calendar at any time while editing an event.
b) Select whether the event refers to a task or an appointment/event.
c) Enter a name for the event.
d) and e) enter a start and end time.
f) Activate the checkbox if this is a full day event.
g) Activate the checkbox if the event is to be repeated at regular intervals.
h) Activate the checkbox if no other events should take place for the duration of this event.
i) Enter where the event is taking place.
k) Select the calendar that should display the event.
m) Enter an event description.
n) Select a color for the event. Please note: the event color is independent of the color of the calendar.
o) Specify whether the event should be visible to other users (public) or only to you (private).
p) If need be, select the users who are to be sent an invitation to the event via the message module.
q) If need be, select the users who are to be informed about the event without receiving an invitation.
r) Save the event.
s) This is for deleting an existing event. It is also possible to delete an event via the calendar's editing window.
t) Use this button to see the list of invited users.
u) Here you can see the entry for another event in a different calendar.