Calendar Event Detail
Contents
From the View Client Screen, Click on Calendar on the Top Menu. Then click on My Calendar. Then click on the 
icon next to the event description.
Overview
The event details let you quickly view an event, make notes, or complete an event.
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| Calendar Event Details |
Editing Or Deleting This Event 
Click on the appropriate icon in the blue bar next to the type of event. You must have rights to delete calendar events.
Adding A New Event
Clicking the 
icon will add a new event. The current event will not be changed.
Completing An Event
Click on "Click to Complete" shaded next to the event status to complete the event.
Editing A Calendar Note
To Edit (or add) the calendar note, click on "Edit Note" shaded in the Note Area.
See Also
Link Title
Link Title
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When entering an organization's name, if it is a joint account, enter the last name first, such as Smith, John and Jane. This makes it much easier to locate by last name. |
