Click on Calendar on the Top Menu and then choose My Calendar. Click on the day to which you want to add the event, then click on the next to the type of event you wish to add.

Calendar Event Overview

Advisors Assistant Mobile accesses and changes the exact same database and calendar as you access on the desktop application.  However it does not have all of the features of the desktop calendar.  The feature set is designed with mobile applications in mind.

You can create any non-repeating event in Advisors Assistant Mobile.  Repeating events cannot be created.  They must be created on the main desk top application.

A calendar event is any appointment or call.

The mobile calendar does not have all of the features of the desktop version.  There is a setup screen in the main desktop application that can control default begin times, colors, and who can access your calendar.

Event Type

Click to drop down the list.  You have a choice of Appointment, Task, or Call.

Event Sub-Type

This is also a drop down list.  This list can be edited from the main desktop application by your Database Administrator.

Date

This is the date the event is set to execute. Tasks and calls can be set to roll over to the next day when not completed.  These settings are available in the desk top application.

Begin Time

The beginning time of an appointment or when a task should be started.

End Time

The ending time for an appointment.  Tasks do not have an End Time.  If the Event Type is not an Appointment, the End Time will not be available.

Description

This is a short description of what the event is about.

Examples of Descriptions

Quarterly Review

Set up meeting

Phone Call Appointmenet

Location

This is where the task should take place.  It is optional and designed for integration with Outlook.

Examples of Locations

Phone

Our Office

Client's Office

Contact Name

This is the contact that the event is with.  Though an optional field, it is recommended that you fill it in if the contact exists in the database.

Begin typing the last and first name and the system will look up the name based on any partial name being typed.

Priority

This field helps control the order that events are shown on reports.

Note

Notes are important because they let you know what you had in mind when you set up the event.

Save Button

Use this to save the event.

See Also

Deleting Calendar Events

Modifying Calendar Events