Activities and Calendars
Set reminders or to-dos for you or colleagues using activities, then use activities to see a full history of interaction with a customer or colleague.
16 articles
- What are the different types of calendars?Find out the differences between the activities calendar, Resource Planner, and Job Planner.
- View all activities on a calendarSee all of your activities or activities for your colleagues on a daily, weekly, or monthly calendar.
- Get an iCal feed for activitiesSubscribe to activities in your own calendar.
- Record a period of unavailability on the Resource PlannerSpecify periods when your staff members, vehicles, or venues are unavailable by recording a period of unavailability.
- Filter the view in your activitiesChoose what information you see in Activities.
- Download calendar entriesSend people calendar entries so they can add it to their own calendars with ease.
- Activities on the DashboardSee all of your activities at-a-glance on your Dashboard.
- Print or download activity documentsGet a PDF of activities for a particular contact, user, organization, venue, or vehicle.