Please enable JavaScript to view this site.

Users will now be able to view CRM tasks in a calendar format. By clicking the Calendar (F6) button in Contact Relationship Manager - Tasks, users will be able to switch from list view to calendar view and vice versa. Once in calendar view, users will then be able to select to view by month, week or day.

 

Tasks - Calendar Button

Tasks - Calendar Button

 

 

Calendar Format, Month View

Calendar Format, Month View

 

Tasks can be rescheduled by highlighting one or more task in the calendar, holding the CTRL key down, and dragging them to a different day.

 

Please refer to CRM Tasks - Calendar View for more information.

  

Keyboard Navigation

F7 for caret browsing
Hold ALT and press letter

This Info: ALT+q
Page Header: ALT+h
Topic Header: ALT+t
Topic Body: ALT+b
Contents: ALT+c
Search: ALT+s
Exit Menu/Up: ESC