Manage Your Calendar, Appointments and Tasks

Selecting views for calendars and follow-ups

1. Left-click the  Info Centre in the top left-hand corner of the quickpicks (F8).
2. Select a calendar view (p.ex.  Calendar,   List, or   Timeline with headers).
   Note: There is only one view available for follow-ups.
3. Below the date selection, specify the number of days and the days of the week that you want to see.
4. Control the size of the calendar and follow-ups windows by holding down the left mouse button and dragging on the splitter in the middle of the window.

Filter data for calendars and follow-ups

1. Hold down the Ctrl key and left-click to select one or more   Data sources for the calendar (p.ex. events, appointments^M, tasks).
2. The   Data sources for the Follow-ups are set in the bottom part of the window independently of the calender (p.ex. Accounts^M, Mail, Tasks, Workflows^M).
3. The selected data sources will appear as additional tabs in the toolbar. Click on each to select further lists or set individual filters.
4. Filter for your  Own data only as needed.
5. Save the current settings under Views >   Save >  New as   User view,  Group view or  Standard view.
6. Click on More > New to add other important data sources (evaluation lists, web addresses, etc.) as tabs to the Info Centre.

Create a task

1. Go to the   Home tab and select   Tasks > New.
2. Enter the Subject and activate a   Reminder if necessary. Tasks without reminders are only displayed in the calendar (with date) or follow-ups (without date) if the user has set tasks as a data source .
3. Select one or more responsible Bp event users or user groups.
4. The task wil be displayed until it is confirmed by right-clicking in the calendar or marked as completed in the Reminders window .
5. Expand user groups if every member of the group is meant to take action for this task.
6. Link the task to an account^M, event or other record.

Create an appointment^M

1. Go to the  Home tab and select Appointments > New or create appointments directly from an address or event.
2. Enter the Subject, the Type and the Date of the appointment and activate a Reminder if necessary.
3. The appointment will appear in the calendar of all invited Bp event users if Appointments is selected as Data source .
4. Confirm your participation by right-clicking on the date in the calendar or in the subject of the invitation.
5. Link the appointment to an  Event if necessary.
6. For appointments away from your place of work, enter the date and time for the outward and return journey if necessary.

Invite participants to an appointment^M

1. Go to the Participants tab.
2.  Add staff members^M who have access to Bp Event in the list of Users.
3. Send an Internal Message (directly above the list) to invite people on the list.
4.  Add others who have an account in Bp Event in the list of Participants.
5. Email (directly above the list) an invitation to the people on the list.
6. Enter any participants who are not recorded in the database in the   Other participants list.
7. Go to the Mail / Email tab to invite people to the appointment and select the email addresses manually.

Modules: Appointments, CRM plus, Workflow Management

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