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.
Click to drop down the list. You have a choice of Appointment, Task, or Call.
This is also a drop down list. This list can be edited from the main desktop application by your Database Administrator.
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.
The beginning time of an appointment or when a task should be started.
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.
This is a short description of what the event is about.
Examples of Descriptions
Set up meeting
Phone Call Appointmenet
This is where the task should take place. It is optional and designed for integration with Outlook.
Examples of Locations
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.
This field helps control the order that events are shown on reports.
Notes are important because they let you know what you had in mind when you set up the event.
Use this to save the event.
Though not required, it is recommended that you always associate calendar events with a contact's name.