The Calendar screen allows you to manage your time and scheduled activities. You can choose the visual format that you want for the calendar. These formats include the Daily, Weekly, or Monthly calendar format. In the Calendar screen, you can schedule activities, view activities, and view your tasks in a To Do list.
Note: The topics below provide instructions for basic tasks. See Siebel Fundamentals on the Siebel Bookshelf for additional instructions.
Changing the Time Zone in Calendar
Each activity that appears in the calendar is highlighted in the color associated with the Status field value of that activity. The color legend for the calendar shows only those colors that appear in the displayed calendar, not all possible colors. The Siebel administrator can change the colors for Status field values and change the field that determines activity color from the Status field to another field, such as the Type field.
In the Activities screen, you can create an activity with a planned start time, and the activity is automatically placed on your calendar. Changing the information for a scheduled activity on the calendar changes the same information in the Activities screen. Similarly, changing information about an activity in any Activities screen changes the same information in the calendar.
Some views in the Calendar screen display a To Do list. Activities that you specify as To Do activities appear in your To Do list. You can view your uncompleted To Do activities in this list.
The configuration of your Siebel application determines the availability of certain features. Therefore, the calendar formats you see can differ from the calendar formats described in this topic. Calendar format buttons appear in the Calendar screen. The following table describes the calendar format buttons:
Button | Name | Description |
Switch to daily view button | Displays your activities that are scheduled for the selected day. | |
Switch to weekly view button | Displays your activities that are scheduled for the selected week. You can designate a 5-Day-Weekly format or a 7-Day-Weekly format in your user preferences. | |
Switch to monthly view button | Displays your activities that are scheduled for the selected month. In the Monthly calendar format, you can place your cursor over a day to see a full list of the day’s activities. |
You can view and manage activities in the daily, weekly, or monthly view of your calendar.
You can add an activity to the calendar using the daily, weekly, or monthly view of the calendar. An activity can be anything from an appointment or a call, to a meeting. Your Siebel administrator defines which types of activities you can add to the calendar.
You can delete an activity from the calendar using any view of the calendar.
Notes:
After adding an activity to your calendar, you can go back and make changes to that calendar activity. You can drill down on the activity and make changes using the Calendar Detail form.
You can change the date or time zone from any calendar view.
Tip: To return to the calendar for the current day, click Today.
You can print your calendar in various formats. All calendar reports are accessible from the Calendar screen.
You can change time zone in the Calendar screen and the Calendar views. You might want to change the calendar time zone if you travel between time zones.
Note: You can set a default time zone for your calendar in your user preferences.
The following images are used in the Calendar to represent different activity types:
Appointment or Meeting
Presentation
Call
Diagnosis
Maintenance
Event
Milestone
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