Using the Calendar

Contents | Index

The Calendar is a visual representation of your scheduled activities or appointments. The daily, weekly, and monthly views of the Calendar screen allow you to choose the visual format that works best for you. In the Calendar screen you can schedule activities, view activities that coincide with each other, view your tasks in a To Do list, and invite participants to meetings.

Note: The topics below provide instructions for basic tasks. See Siebel Fundamentals on the Siebel Bookshelf  for additional instructions.

Tasks

Viewing Calendar Activities

Adding Calendar Activities

Deleting Calendar Activities

Changing Calendar Activities

Changing the Date

Printing Your Calendar

See Also

Calendar Activity Images

Setting Calendar Options

Viewing Calendar Activities

You can view and manage activities in the daily, weekly, or monthly view of your calendar.

To view activities in the daily, weekly, or monthly view

1. Navigate to the Calendar screen.
2. Click the Daily, Weekly, or Monthly tab to change the view.

Adding Calendar Activities

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.

To add a calendar activity

1. Navigate to the Calendar screen.
2. Click the Daily, Weekly, or Monthly view tab.
3. Click New.
   The Calendar Detail form appears.
4. Complete the fields.
5. To add participants to the activity, use the Participant Availability form for the calendar activity.
6. Click Save This One.
   The calendar view from where you accessed the Calendar Detail form appears. The Calendar contains an entry for the calendar activity you added.

Deleting Calendar Activities

You can delete an activity from the calendar using any view of the calendar.

Notes:

• If you delete an activity in which you are the primary participant, the activity is also deleted from the calendar of all other participants.
• If you delete an activity in which you are not the primary participant, the activity is only deleted from your calendar. The activity remains on the calendar of all other participants.

To delete a calendar activity

1. Navigate to the Calendar screen and find the activity you want to delete.
2. Click the activity’s Description hyperlink.
   The Calendar Detail form appears.
3. Click Delete This One.
   The calendar view from where you accessed the Calendar Detail form appears.

Changing Calendar Activities

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.

To change a calendar activity

1. Navigate to the Calendar screen.
2. Find the activity you want to change.
3. Click the activity’s Description hyperlink.
   The Calendar Detail form appears.
4. Make your changes and click Save This One.

Changing the Date

You can change the date or time zone from any calendar view.

To change the date

1. Navigate to the Calendar screen.
2. In the current calendar view, click the calendar button to select a new date.

Tip: To return to the calendar for the current day, click Today.

Printing Your Calendar

You can print your calendar in various formats. All calendar reports are accessible from the Calendar screen.

To print your calendar

1. Navigate to the Calendar screen.
2. Click the Daily, Weekly, or Monthly view tab.
3. Click Print.
   The Select Printing Format dialog box appears.
4. Use the option buttons to define the format for your printed calendar and click Run.

Calendar Activity Images

The following images are used in the Calendar to represent different activity types.

 Appointment or Meeting

 Presentation or Demonstration

 Call

 Travel

 Diagnosis or Service

 Repair or Maintenance

 Event

 Project or Milestone

 Sales Call

 Analyst Event or Road Show Event

Contents | Index

Copyright © 2008, Oracle. All rights reserved.